Testimonials

I had the pleasure of dealing with Sam at SGM to discuss my early retirement. After several meetings we finalised a way forward with my finances and a plan was discussed and agreed. Sam was extremely knowledgeable and a pleasure to deal with. I would highly recommend his services.

Having been in the finance industry for over 20 years, I was pleasantly surprized with Sams presentation and professionalism. He explained all aspects at my level of understanding and put me at ease despite some of my basic questions. I have since recommended Sam to several other friends who have also been very impressed.

‘After selling a business asset, we acquired a lump sum of cash which needed to work for us. Having not had much experience of the financial sector, Lisa soon put us at ease guiding us through the pros and cons of the process. She was very thorough in establishing our aims and objectives and tailoring a package to suit.

We've seen good growth on our investments and would have no hesitation in recommending her to anyone looking for advice. She's also very adaptable to our ever-changing circumstances!’

‘We first met Sam after being let down by our previous IFA when the markets fell sharply in 2008. We were looking for someone with Good Qualifications and Sam seemed the right person. Soon after our first meeting, we found him a GOOD LISTENER which was important to us. It was uncertain times and he gave us the reassurance we needed, soon putting together a Portfolio to suit our needs

We find he gives us regular updates and keeps us notified. We look forward to dealing with Sam and his partners and wish them well in their new venture.’

‘Friendly, prompt service to all my queries from initial appointment onwards. So important to find Independent financial advice from someone I trust and is so easy to talk to.’

'Lisa has been our financial adviser for about five years. I was very pleased when I found that I could transfer our portfolio to her new business. She has looked after my, and my wife's requirements in a professional and friendly manner and has always been accessible and easy to communicate with. Plus we are more than pleased with the results!'