Senior Partner Practice of St. James's Place Wealth Management
Sam graduated from Shenfield Sixth form, during this time Sam did an internship at Lloyds of London Fenchurch Street which gave him a keen interest in Financial Services. Also Sam was very involved with his community and was chosen to go on a course led by the FA to help under-achieving student reach their full potential.
He started his career at DST International Financial Data Services, for the administration of clients deposits and withdrawals for ISA’s and Unit Trusts. Sam was selected to be part of a small select team to be trained in Pensions and Bond administration. His role involved liaising with financial advisers and clients and helping with new business processing and client withdrawals.
Sam joined Atlantic Wealth Management in August 2018, in the role as Client Manager and has a keen passion for financial services.
Outside of the office, Sam’s is currently brown Belt in Wing Chun Kung Fu and is studying towards his Black belt. He also helps coaches the younger students of his club 3 times a week, leading an active lifestyle at the gym, travelling and loves BBQ’s.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Atlantic Wealth Management is a trading name of Atlantic Wealth Management (UK) Ltd. Atlantic Wealth Management (UK) Ltd is registered in England and Wales, Number 08772076. Registered Office: The Business Store, 98-100 High Road, Rayleigh, Essex, SS6 7AE.