View Sam's...
Qualifications
Sam’s role involves…
Sam offers holistic financial planning for all stages of life, and his areas of expertise include estate planning, intergenerational wealth planning, investments and retirement planning.
What are the three things you love most about your job?
Helping clients achieve their goals and keeping them reassured, meeting people and travelling.
When Sam’s relaxing
Sam loves to travel and he aims to travel to as many countries as his age. For him, it’s important to explore and learn about other cultures, while discovering a new place. He also enjoys playing sports such as badminton and football.
Sam in numbers...
31
countries visited so far
3
coffees a day (at least)
12
years in financial services
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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