It has been very constructive to meet you and discuss our financial needs. We are both very impressed with the analysis you have done, and the recommendations you have made, and now have a much better understanding of our needs and options as we move into our retirement years.
We were introduced to Sam last year after he was highly recommended to me by my previous longstanding Financial Adviser who sadly passed away in 2016.
Sam came very highly recommended by her and her Company and after transferring my investments to Sam and subsequently meeting him, I immediately felt confident in his very professional and friendly manner.
After my further meetings with Sam, I have every confidence in his advice and financial planning expertise for the future.
I would certainly recommend Sam and his Company for his professionalism and his sound financial advice and friendly personality.
I have had my financial affairs looked after by several independent advisers over the last 25 years and following retirement of my previous adviser, Sam was recommended to me by my accountant. I have always felt comfortable dealing with these matters, but Sam’s approach and his attention to detail have taken me on to a higher level of understanding and given me a confidence that everything is where it should be for the long term future. This has been achieved while maintaining a friendly and professional manner that means my wife and I always look forward to a visit from Sam.
Sam has been looking after our financial affairs for almost 8 years now and we are delighted. His manner and professionalism have been exemplary and his expertise and guidance, invaluable to us for our future financial planning.
Highly recommended.
I have absolutely no hesitation in recommending Sam. He has provided me with expert, professional financial advice, within a time frame that suited me. I feel I was able to make an informed choice based on honest, reliable information. It was relayed simply, without bias and supported with understandable graphics.
Sam has surpassed my expectations of working with financial advisers. He takes the time to really get to know his clients so that he understands not just their financial goals but also their comfort levels. Updates are regularly provided on our
Updates are regularly provided on our portfolios and he is always readily available to answer any questions we might have. Transitioning into retirement has been much easier thanks to Sam’s friendly manner and professional guidance.
We have been clients of Sam at Core Independent Financial Planning for the past three and a half years and can only express our complete satisfaction with his advice and proven knowledge. In the time we have been with him we are both entirely satisfied with the performance of our investments and would not hesitate to recommend him to any new clients. He is a professional who is most attentive and we value his additional advice on tax planning and wealth management for the future, in short, any client can go forward with confidence in the services that Sam and his company provide.
Sam has been looking after our investments for nearly 9 years, providing us with good advice, support and help whenever we’ve required it. Over the years we have grown to have confidence and trust in Sam’s advice and judgement, which has proved invaluable and sound………..we cannot recommend Sam highly enough, not only for his sound advice, judgement and expertise in the financial field but for his warm, genuine, friendly and welcoming personality which helps you feel relaxed and able to take in and understand his advice.
We were very worried about how best to look after inheritance monies. After a meeting with our bank, we were totally confused by the options available and didn’t feel the level of expertise served our needs. We contacted our family Accountant. He recommended an impartial planning service, and suggested we meet Sam. Even after our first meeting with Sam, we felt enthusiastic, and completely reassured, and delighted that we had found somebody who had the expertise, as well as our best interests at heart.
Sam has been looking after our finances for nearly ten years now. His expertise and friendly approach are something we have relied on – highly recommended.