View Sam's...
Qualifications
Certified Financial Planner
Sam’s role involves…
Sam has over 20 years’ experience in the financial services profession and primarily advises on pensions and investments.
Sam enjoys meeting clients and building financial plans to help them achieve their objectives, both now and in the future.
When Sam’s relaxing
Sam enjoys relaxing with her friends and family.
She likes to keep active, is a keen swimmer, and enjoys long walks with her husband and their cocker spaniel, Bertie.
Sam in numbers...
3
wonderful children
3
gorgeous grandchildren
1
energetic cocker spaniel
Marshall Wooldridge Financial Services Limited is authorised and regulated by the Financial Conduct Authority. View our authorisation under our reference number, FCA No. 729853 or by visiting their website. Registered office address: Unit 4b, Regency House, Kirk Lane, Yeadon, Leeds, West Yorkshire, LS19 7EP. Registered in England and Wales. Company no. 09887995.
Should you have cause to complain and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR. www.financial-ombudsman.org.uk
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