Tel: 01473 384858 or 020 7182 4474
Sam works in conjunction with Jane Welton to administer our clients’ affairs. This includes anything from updating our database and systems, to helping clients to apply for investments and other administration requirements.
Sam has worked in the financial services industry for 16 years starting out at The Woolwich and then working for Lipper Benchmarks (a Reuters Company) providing investment reports to insurance companies. Prior to joining us in 2006, Sam worked at Baker Tilly chartered accountants as a financial services technician for 8 years.
Sam is married to Stuart and is a mother of two. Outside of work, Sam enjoys being with her children, and going to Yoga classes.
Sam has the Financial Planning Certificates 1, 2 and 3.