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Care Fee Planning

I have had the pleasure of knowing Samantha Challis since June 2016.It was suggested I contacted her via a family friend due to my late mother being taken into a care home in Putney in September 2015 and remained there under their excellent care until she passed away in February 2019. She was able to pay the care home fees by combining her and my late fathers work pension.

However the fees increased and with my mothers blessing I applied for lasting power of attorney and she agreed that I should sell the family home to help pay for the care home fees.

I contacted Samantha after the house had been sold and she agreed to meet me and advise on the best way forward.She suggested that I invest some of the money which would give an acceptable return and amply cover the shortfall in the care home fees. She dealt with the technical side and we would meet about once a month for a coffee and to discuss how the investments were progressing.

Things were progressing fine until my mother passed away in February 2019 and the power of attorney ended. Due to the money situation and the investments that were in my mothers name I was then advised by Samantha to contact my solicitor as her estate would then go to probate even though in my mothers will she stated that I was the sole executor and would deal with giving monies to relatives as I thought fit.Again I met Samantha and she dealt with transferring the investments into my name and advice on ISA for both my wife and myself.Samantha is friendly but professional and is always happy to answer any questions I may have either by phone or at a meeting.During the 4 years I have known her I can highly recommend her as both a financial adviser and as a person you can have complete trust as to confidentiality.

C. Parris

I would recommend Samantha to everyone

Sam worked at my pace and explained everything to me. Sam never got frustrated if I changed my mind, she clearly knows her stuff and is so passionate about helping others. Sam has always made time for me. and has worked frantically and gone to extraneous lengths to make our wishes come true.

I have used Sam for more then 10 years now and can not praise her enough. Sam is a highly professional person and is highly motivated.

Everyone needs a Sam in their life, someone you can trust!

Kathleen West

Regular Market Updates

I highly recommend Sam. She took the time to listen to my situation, explain solutions in detail in a friendly manor that can be understood by all.

I have been particularly impressed that I have received regular updates with explanations of the market.

Jan Wright

Samantha always goes that extra mile

I have known Sam Challis for over 16 years. She has always been knowledgeable and with the utmost confidentiality. There is nothing she would not have done for me and her qualified advice is given purely without pressure. I would be happy to recommend her to any of my family, friends or aquaintences for her professional financial advice.

Enid Moon

A great contact for finance and pensions

A very friendly personal service, I would recommend Samantha to everyone who needs help with their finances and pension. Her knowledge, professionalism and understanding are amazing. Samantha has provided me with a great pension plan which will enable me to have a comfortable retirement, when the time come

C Chandler