Samantha is a Chartered Adviser & Fellow of the Personal Finance Society with over 20 years’ experience in financial services and advises clients on all aspects of wealth management.
Her bespoke, female-led, approach links the unique lifetime challenges that women can face with highly personalised financial advice. And, having experienced many of these key milestones herself, she’s able to bring an additional level of support to her clients when advising on pensions, investments and inheritance tax planning.
Samantha is also an Associate Member of Resolution, Family Law Specialists.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested.