London Office: 020 3755 3235 | Ipswich Office: 01473 384 858 | Email: enquiries@swallow.financial
Sam Ager

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.

Ipswich Office: 01473 384858 London Office: 020 3755 3235 .

Read More   Send Email

Qualifications

Sam has the Financial Planning Certificates 1, 2 and 3.

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.

 

News

The latest news from Swallow Financial Planning and the financial industry

Budget Summary March 25, 2020

The 2020 March budget has all but been forgotten amidst the current Covid-19 pandemic. The following is our summary of the key...

Commercial Property Funds March 20, 2020

Many clients will have seen that Bricks and Mortar investment funds have been suspended. Bricks and Mortar funds own physical property. Real...

Swallow Financial Planning Contact Update – COVID-19 March 17, 2020

The actions being taken to contain the current Pandemic are getting ever more draconian. This note is to explain to clients changes...

Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry