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!