Sam’s role involves…
Sam supports the advisers with all aspects of administration, including preparing client reviews and correspondence, dealing with client queries, gathering data on clients’ plans, maintaining files and helping wherever needed.
What is the best thing about working at MW-FS?
The people and culture.
When Sam’s relaxing
Away from the office, Sam likes to spend time with family and friends, learning new skills and expanding on his knowledge of financial advice, visiting new places and countries, training in the gym and taking the dogs for a walk.
Sam in numbers...
1
Wing Walk completed for charity
5
years banking & finance experience
13
countries visited
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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