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.
Sam Ager
Sam works in conjunction with Rachel 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 28 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 .
News
The latest news from Swallow Financial Planning and the financial industry
Autumn Budget 2024 Summary
November 1, 2024
Within this note we will highlight the Financial Planning areas which clients may need help in the coming months....
Autumn Budget
October 31, 2024
Budget highlights...
What Did Merle Know?..
July 31, 2024
What did Merle Know? - Money Manager and sometime country artist, Merle Hazard knows a thing or two when it comes to economic questions.
Money Manager and sometime country artist, Merle Hazard knows a thing or two when it comes to economic questions. ...
Swallow Financial Advice Newsletter
The latest news from Swallow Financial Planning and the financial industry