Sam has worked within banking for over 30years; covering a multitude of jobs, ranging from cashiering to managing a branch, however she has always relished the role of financial adviser.
She looks forward to getting to know her clients on an individual basis and is committed to building enduring relationships as a trusted adviser. She believes independent financial planning is the key to providing true holistic advice and this is the sole path to treating clients in a fair and honest way.
Sam can be contacted directly on 07866 422777 or via email
‘Samantha has fully understood my requirements from start to finish. Samantha does what she says she is going to do and I have full confidence in how she has advised me. I have also learnt how little many understand their finances regarding pensions! I have happily recommended Samantha to other people already.’
‘Sam was great, she took the time to explain in detail and recapped on any areas I didn’t understand. Nothing ever felt like an inconvenience, and she made sure everything was perfectly clear before signing.’
‘Pensions are very complicated and Sam took the time to ensure I understood all my options and implications. Asking me at every step of the process that I understood was comfortable.’
‘Sam has become our trusted adviser who demonstrates her acceptance of the responsibility of managing our finances to give us the security and quality of life for our retirement.’