Sam Ager

Email Sam / Skype Swallow / Tel: 01473 384858 or 020-7937-3400

Sam's Work

Sam works in conjunction with Jane Welton to administer our client's affairs. This includes anything from updating our database and systems, to helping clients to apply for investments and other administration requirements.

Financial Background

Sam worked with Michael Lethbridge for 8 years at Baker Tilly and is now a very welcome member of our team. Sam has worked in the financial services industry for 13 years, starting out at The Woolwich and then working for Lipper Benchmarks (a Reuters Company) providing investment reports to insurance companies before moving on to Baker Tilly.

Personal Background

Sam is married to Stuart and has recently returned from maternity leave following the birth of her second daughter. Outside work Sam enjoys being with her children, and going to Yoga classes.

Qualifications

Sam has FPC 1, 2 and 3

  • Independent Financial Advisor
  • Chartered Financial Planners
  • Swallow Financial Planning LLP is authorised and regulated by the Financial Services Authority

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