39 reviews | 1 verified advisers
Review for Sam Lane
What could they have done better?
It was out of their hands unfortunately. Just one of these things!
What were the circumstances that caused you to initially look for a financial adviser?
My Sister!! She advised me that it would be better if I had someone professional to advice me what was the best thing to do
How has Sam helped you?
Sam has helped me to put things into place for my older years,and to also make sure I'll be ok when I retire next year.
Have you seen the outcome you were hoping for?
Possibly not, due to the Covid,and the market took a big dip!
Review for Sam Lane
What could they have done better?
I'm totally satisfied with the service l get.
What were the circumstances that caused you to initially look for a financial adviser?
After a divorce & moving home, l was worried about my finances & how make the best decisions. I struggled for a couple of years wondering if l was putting my money in the right places so looked to 'Aspirations', Financial services which is local to me.
How has Sam helped you?
I no longer have to worry about the future. I have a thorough annual review with Sam, but if my circumstances change, l know l can contact Sam or his team at anytime. Most help is peace of mind; how to invest an inheritance from my parents estate; then recently, on getting my State Pension, Sam has adjusted my finances for me & explained everything.
Have you seen the outcome you were hoping for?
Yes - financial security knowing that my portfolio is in good care & l don't have to worry about anything finance related.
Review for Sam Lane
What could they have done better?
Nothing, am completely happy with the meetings and outcomes from Sam.
What were the circumstances that caused you to initially look for a financial adviser?
Planning retirement
How has Sam helped you?
To ease into retirement maintaining my finances
Have you seen the outcome you were hoping for?
Absolutely
Review for Sam Lane
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
To manage my pension
How has Sam helped you?
He took over from my previous advisor
Have you seen the outcome you were hoping for?
Yes in general
Review for Sam Lane
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Long time customer
How has Sam helped you?
He was very clear with the advice.
Have you seen the outcome you were hoping for?
We will do, in time.
