Testimonials

Read some of the feedback received from clients.
Sam puts the interests of those she helps first, giving clear advice even when it is general advice in short-term investing that in no way benefits her, as was recently the case with me. I commend Sam's approach to financial coach people in general, not just on a specific immediate product, ins...
Jon Beake, Crown Servant & Independent Business Owner, Langport
Sam is professional, friendly and approachable, taking time to genuinely understand your business and help you with your day to day work, to a very high standard. I know that she will give honest advice and I'm happy to recommend her.
Joseph Babbage, Director - Databound Limited
Sam is very supportive and trustworthy and comes with a wealth of knowledge. She truly listens and understands how talking about money can be difficult but she makes it all sound very easy and straightforward. Her passion to support individuals and understands how it can affect you from a mental hea...
Sarah Hickling, Coach
I met Sam at a local online business forum. She is always bubbling and great supporter of local businesses. Sam offered me great straight-forward advice about my pension situation and has helped me get my multiple pensions in order. I would highly recommend. Sincerely, Gene Stoddart.
Gene Stoddart, Apple IT Consultant, Sherborne