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
October Investment Update
October 27, 2023
Our predictions for 2023 seem to have been “bang on the money”. Our October Investment Update provides background into our current investment thought ...
How your Pension Expression of Wish can save money
September 6, 2023
If you have a Personal Pension and you are in a committed relationship, it is common that you will nominate your partner to receive your pension after...
Investment Bulletin July 2023
July 7, 2023
It has been 6 months since our last investment review. With much unfolding in the interim, we wish to share our current investment sentiment with you....
Swallow Financial Advice Newsletter
The latest news from Swallow Financial Planning and the financial industry