Tom Birtles


Sam Inkson

Role: Independent Financial Adviser
Location: Liverpool Office
Certificate in Mortgage Advice & Practice (CeMAP)
Certificate in Regulated Equity Release (CeRER)
Diploma for Financial Advisers (DipFA)

Sam can help you with…

Financial Planning, Wealth Management, Retirement Planning, Inheritance Tax Planning, Personal and Business Protection Insurance, Private and Business Medical Insurance, Corporate and Director’s Pension Schemes.

Sam enjoys helping with more complex situations and creating life changing solutions. Sam is well rounded in all areas of financial advice, He also specialises in high value mortgages and later life lending having undergone further qualifications in this area.

The part of the role he is most passionate about however is working alongside business owners and creating solutions for them to run their business in the most tax efficient way by utilising Pensions and Investment strategies as well as assisting with continuity plans for the business.

Outside of work…
When Sam’s not playing sports, he’s watching them. A season ticket holder for Liverpool FC, Sam has followed them Home, Away and Europe since he was a child. Sam also enjoys trips north of the border to Glasgow to watch Celtic FC.

He most enjoys watching and playing Football, Cricket & Golf, and has a newfound interest for watching UFC & mixed martial arts though he wouldn’t be brave enough to step into an octagon! He enjoys going to the gym, keeping fit and days out with his fiancée Philomena and their twins, Luis & Adara.

When asked about his favourite food, Sam loves Italian food, but his favourite meal is most definitely Fillet Steak – Medium rare!

What people say about Sam

My partner and I found out that we would be expecting our first child, as such, we decided to look into the prospect of buying our first home together. I’d heard about Sam through personal recommendations. I had a good feeling about him from the start – these were proven, conclusively.

Sam has supported us to secure the best available mortgage in line with our requirements and affordability. Our circumstances meant that this was more of challenge for Sam – we are both in employment which is less than conventional, plus our choice of home was also non-standard construction. Sam could have taken the easy option and offered us the first option, but on two occasions he searched the market again to find us the very best deal. This obviously added more time onto Sam’s job for no additional money, however he did this willingly and generously.

Sam was great. I’m struggling to add anything. Sam is a true professional.

— Matty Caine


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