Sam Worthington is friendly and approachable with impressive knowledge of the complexities of the financial markets and the options available to investors. He offers clear explanations of alternative strategies for financial planning and is sensitive to personal preferences and attitudes towards investment. He is also very efficient in terms of following up decisions and keeping track of his clients’ portfolios.
For these reasons I would have no hesitation in recommending him to others.
Diana, retired lecturer
Having had four different pensions through various employments, Sam was able to offer excellent advice and managed the amalgamation of these accounts into one controllable pension, thus enabling me to understand the total value of my pension pot more easily.
Sam is a very approachable professional person who I highly recommend. Sam certainly knows his way around the ‘financial market minefield’ and takes the time to explain everything in detail, making things clearer to understand.
Phil, technical consultant