Chartered Financial Planner, Adviser
Samantha joined Wellesley after having spent 20 years working in a pensions legal and technical environment. During this time she’s provided detailed assistance to a variety of St. James’s Place Practices and their advisers, helping to formulate plans for their clients and deal with technically complex pension schemes. Samantha now wishes to help her own clients by focusing on pensions, investments and inheritance tax planning.
Memberships/Qualifications: Chartered Financial Planner, Associate Member of Resolution.
Out of hours: Samantha is married with two children, Alex and Sophie. In her spare time she is busy with the family, but tries to get to the gym!
Meet Samantha in our Monthly Adviser Insight
Each month we release a new Monthly Adviser Insight – your opportunity to get to know our team a little bit better. In our July 2019 edition, Samantha talks about her career, family, dream holidays and why she was drawn to Wellesley Wealth Advisory. She also discusses her career move from a pensions, legal and technical environment, and why giving face-to-face financial advice appealed to her.
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