Testimonials

Read some of the feedback received from clients.

Samantha has always put my best interests first and I trust the advice she gives me. The service and support I have received have always been excellent and I would not hesitate to recommend her to anyone.

Kevin Hallimond | Retired, Bishop Auckland

Sam has provided me with exceptional financial support and advice for a number of years. She is friendly, and approachable and has always been available to answer queries. Her manner is professional, yet she patiently explains everything in a way that I can understand. I trust her completely and ...

Lynda Metcalfe | Retired, Northallerton

I recently retired from my position of almost 40 years. Thanks to Samantha’s personal advice and service my wife and I have maximised my pension benefits and enjoy quality time together without the professional and very timely financial guidance we would not have been able to do this and as a res...

Robert Andrew Hymers | Retired, Sunderland

When meeting with Samantha she has always instilled confidence in me with her depth of knowledge and enthusiasm of all things financial related. Nothing was too much trouble. She has certainly made my journey into retirement a whole lot easier.

Kevin Charlton | Retired, Barnard Castle

Samantha has been an inspiration in helping me realise and manage my finances. She respects how I feel about my financial position and supports me in every way possible. I have complete faith in her advice and judgement. She is always available when needed. I have recommended her to a number of p...

Violet Roux | Administrator, Kingston Upon Thames

Samantha has helped myself and my husband through the personal pension minefield. We have and will continue to recommend her to others. Always polite, pleasant and very professional.

Elaine Clare | Bowes

Samantha's knowledge of my companies pension and share purchase systems has been exceptional and her guidance has ensured I have avoided issues that have impacted some of my former colleagues. I have found her to be approachable at all times and her response to my enquiries has always been prompt...

Martin Race | Retired, Bishop Auckland

Sam made the whole transfer process clear with regular updates on progress.  Investment is performing well with excellent ongoing support.

Stewart Lawson

Past performance is not indicative of future performance.

I would not hesitate to recommend Sam to anyone.  Straight talking, reassuring and knowledgeable.  She also has a very good team with whom she works with that provide great support if any issues arise.

Andrew Curtis-Haigh, Retired Engineer, Aycliffe

I've nothing but praise and thank for the way Samantha and her team have conducted themselves.  I think them implicitly with my pension.  Thanks Tulloch Wealth Management.

Mark Poole, Retired, Barnard Castle

I have been very happy with the advice and service provided by Samantha Tulloch.  She has taken time to understand my immediate and long-term needs, as well as my risk appetite.

Dr Pauline Williams, Hitchin

Since I first contacted Samantha I have received sound advice regarding my pension.  Any questions that I have had have been answered swiftly and positively.  indeed I feel valued by both Sam and her team.  I would have no issue recommending them to anyone.

Simon French, Retired, Darlington

Sam's advice has walked me through the seamless process from being an engineer for almost 40 years to a great retirement.  I wouldn't hesitate in recommending her to anyone.  I look forward to her continued support in the future. 

Christopher Wilkinson, Engineer(retired), Darlington

From the first meeting with Sam I have always felt that I have been given good advice.  The ongoing service I get from the team is always timely and accurate.  The main thing for me is trust as this relationship ensures my future financial stability.  I wouldn't hesitate to recommend their servic...

Gary Patterson, Barnard Castle

Sam is helpful & responsive, providing excellent analysis and sound, trustworthy advice. Sam and her team have been invaluable in ensuring a smooth financial transition into retirement.

Peter Wilcox | Retired, Pharmaceutical/Quality manager), Barnard Castle

What sets Sam apart, in my opinion is her genuine determination to understanding my unique financial situation and aspirations. Sam consistently goes above and beyond to tailor her recommendations to my specific needs & circumstances. I have no hesitation in recommending Sam to anyone seeking...

Stephen Laverick | Senior Category Manager, Barnard Castle