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
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. ...
Changes to Lifetime Allowance
June 27, 2024
Due to the TTFAC, requirements providers will not agree to RBCE events without written proof of any past crystallisation events. This will cause delays and significant additional work when any client wishes to take pension benefits.
Fixed Rate or Index Linked Bonds
May 16, 2024
Stick or Twist? With inflation on everyone's mind, this article aims to consider the difference between Index-Linked & Fixed Rate bonds....
Swallow Financial Advice Newsletter
The latest news from Swallow Financial Planning and the financial industry