Wealth Management Consultant at Streets
Sam is entering his third year working in the financial services industry. He has obtained his Regulated Diploma and manages a small bank of private clients. He has focused on growing his client base through client introductions and also assists in servicing existing clients of Tower House Wealth Management to ensure that every client is receiving the opportunity of face to face advice.
Sam provides financial advice in relation to Investment planning, Retirement planning and Protection planning to both individuals and businesses. Sam also holds the AF3 Advanced Pensions qualification.