Sam paid several visits to discuss details of the various investments and explain possible alternatives plans and the costs involved. He has also gone out of his way to assist me with the transfer of my deceased wife’s investments.

He helped me with the tax complications in cashing in International Investment Bonds, arranging alternative of the funds in the UK which included gifting to family/reinvestment, with due regard to Income and Inheritance Taxes. He has simplified my investments which I had with various providers.

D Thomas, Retired Chartered Engineer

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