Sam Lever IFA Testimonials

Sam is a fantastic IFA. No matter what curve ball you throw him (and we've thrown a couple his way) he always comes up with a sensible suggestion to achieve your financial goals. His advice comes with the backup of a professional of many years standing. We would highly recommend him.

Interesting reading all the testimonials. A very similar theme. Sam has been advising our family for over 10 years now. He has helped us keep our investments strong and has given superb advice on all aspects of finance. My view on Sam is that he is more of a fund manager and understands the personal needs of each of us. As others have quite rightly stated, he goes the extra mile and explains everything in plain english. As a family, we cannot recommend Sam highly enough.

I can highly recommend Sam. I have known Sam for several years now and had every confidence when I approached him that he would give sound, professional advice and I was not diappointed. Indeed he exceeded my expectations. His knowledge of the products available is tremendous and we were given very clear choices. Outstanding service, thank you Sam.

Sam combines relevant business experience with a very good understanding of the financial products available and the ability to give full consideration to the clientʼs needs. These are the ingredients of high quality advice.

I had some specific questions that I needed help with around pensions and I was very pleased with the answers I got back from Sam. The questions were answered and he did a lot of chasing facts and figures on my behalf in order to answer them. In addition I felt I had a real understanding of what are quite complex issues, his explanations were very clear. I have no reservations about recommending Sam and I will be using his services again in the future.

I have been a customer of Samʼs since the early 1990ʼs and he has consistently provided me with outstanding financial advice. He patiently, communicates his advice on all financial subjects in plain English so I am able to make informed decisions. He provides a very reliable service which has enabled me to grow my investments with confidence. Highly recommended.

Financial planing and security for the future has to be one of the most critical decisions and investments we make. We found Sam explained everything in a language we could understand and importantly his patience in explanation ensured we fully understood. As a result, we know we have made the right commitments for the right reasons and would have no hesitation recommending his services.
Jonathan Tame

I have no hesitation in rating Sam Lever as the best financial adviser I have ever used. He has taken great trouble to maximise the benefits of my pension plan, constantly reviewing and updating it as fiscal policy changes. It is a great relief to me to know that my financial affairs are in the hands of somebody I can completely trust.I also appreciate having my arrangements clearly explained in terms I can understand, with no sense of being patronised. Heartily recommended!

I have used Sam for help and advice on re assesing my financial affairs including life insurances and savings. Both my wife and I found his explanations in plain english to be invaluble along with his patience and knowledge of what is available. I can thoroughly recommend Sam for his advice and help in an area that can be very confusing. On top of all that he is a very pleasent and charming man with a good sense of humour. I thouroughly recommend him