Sam Ager

Email Sam
Tel: 01473 384858 or 020 7182 4474

Sam’s Work
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.

Financial Background
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.

Personal Background
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.

Share This Post:

Call a Financial Adviser Today

Talk To A Financial Planner

To kick-off your journey towards a more secure financial future, book your initial consultation with one of our financial planners today. With access to the latest tools and knowledge, our team work closely with you to understand your situation and needs, then develop a personalised and flexible financial plan to help you achieve your goals.