Chartered Independent Financial Adviser
APFS,ER1, CF8, CeMAP
Sam is a highly qualified, experienced adviser who is keen to offer a first class service to our clients. Starting in the financial services industry as a paraplanner after leaving the Navy in 2008, Sam quickly decided that she wanted to be an adviser, so once qualified in 2010, she achieved her ambition. She specialises in Personal Financial Planning and Pensions. Based in Kimbolton head office, Sam advises nationwide, as do all of our advisers.
Interesting Fact: Sam is a mum to 6-year-old twins but likes to run in her spare time. She recently ran the London Marathon but is planning to stick to lower distances for now!
Tel: 01480 869466
The whole process was dealt with in a timely and professional manner, extremely satisfied
The whole process was extremely professional. All communication and paperwork went through very smoothly. Found the reception staff very pleasant and welcoming, would not hesitate in recommending Beacon Wealth Management
All Promises to keep me informed were kept at all times. Staff (Leigh) was polite and professional throughout. Tony was also very professional with everything fully explained. No hesitation in making recommendation to others