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!