When you work with Samuels Financial you will experience the difference it makes to have a professional and experienced financial adviser who will become your trusted financial partner. Our philosophy focuses on providing a dedicated service to all our clients, based on integrity and excellence.
We not only help you with your investments, we communicate with you regularly and help you stay on target so you can live your life with peace of mind knowing that your finances are in order and your future is safe. Our aim is to develop long lasting relationships with you, your family and your business so we can help you meet your long term financial goals.
Samuels Financial is a member of the highly successful St. James’s Place Partnership and provides reliable and expert advice for individuals and businesses across a wide range of areas including investments, inheritance tax planning, pensions and protection.
Personal finance
The personal services we offer to families and individuals are two-fold; financial planning and investment management. We will learn about your individual needs and will work with you to develop a unique financial plan.
Corporate finance
Whatever your financial priorities are as a business owner, Samuels Financial has the resources, experience and customised financial planning processes to address your unique situation and business goals.
Latest news
A Contrarian View
Fund manager Andrew Green of GAM is well-known for his deeply contrarian approach to investment.