Testimonials

Read some of the feedback received from clients.
From our first meeting it was obvious that Samuel had a fantastic knowledge of the pensions and investments industry. He has consistently offered sound and reliable advice on all matters financial, has a good understanding of his clients requirements and provides a personal service that is seco...
Joe Davies | Company Director, Bath
Since Samuel was recommended to me, I have moved all my business and personal pensions and investments to St. James's Place, thanks to the exceptional and broad service he offers. He listens, understands and talks in terms that resonate. My pension performance has outstripped that of my previou...
Amanda Pigny | Director, Somerset
Past performance is not indicative of future performance.
His information and advice is above all sensible and is clearly based on thorough analysis of all factors involved. You feel safe with him.
Y.M.Herbert | Retired, Bath
Samuel Croudace is professional and knowledgeable, whilst being supportive and accessible. He is patient, good at detailed explanations, prepared to listen and ready to answer questions in detail. The service is exceptional, which, in turn, inspires confidence. I would not hesitate to recommend...
Barbara Bristow | Retired, Bristol
I have known Samuel for some years and would not hesitate to recommend him to anyone. Samuel is always professional, friendly, approachable and natural in communication. I have always trusted his advice and am glad to have his outstanding expertise on board.
Angela Hale
Samuel is very approachable. He has a professional manner well-suited to financial services. He inspires trust and I have been very grateful for his guidance over the past few years. He has always put my interests first by giving sound advice. The service and support has always been exceptional...
Janet Young | Bath
As a recently retired couple, my husband and I needed accurate, honest advice to help us sort out our financial affairs. Having carefully reviewed our circumstances and what we hoped to do in retirement, Samuel worked with us to generate an investment plan that met our varied needs. He keeps in...
Mrs Sally Mellors
I have found Samuel to be approachable and friendly who gives an excellent financial service. The support is good with sound advice and any investment matters are explained to me fully. I have no hesitation in recommending him to anyone for good investment advice. 
Robin Hunt
Samuel always gives sound advice, tailored to suit our own personal circumstances. It is reassuring to know that we can contact him very easily if we have anything to discuss regarding our finances. We have been extremely happy with the quality of service provided and would not hesitate in reco...
Sally Milk