Christina Douglas-Sampson Ba(Hons) Dip Pfs Email and Phone Number
I enjoy helping people protect themselves and their loved ones from the unknowns in life or change in circumstances, as well as achieving their goals now and in the future. The world is full of uncertainties, so I help clients put a plan in place to protect what’s important to them using holistic planning. Please send me a message if you think I can help you achieve your financial goal or have a concern about your financial health. #financialplanning #wealthmanagement #retirementplanning #schoolfeesplanning #IHTplanning #familyfinances #protection #investmentplanning #specialistinsurance #pensionplanningThe value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.Walker Wealth Management 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. SJP Approved 19/11/2024
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Financial AdvisorWalker Wealth Management Ltd Oct 2023 - PresentPoole, England, United Kingdom
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Ongoing Review Advised Sales ManagerLv= Jan 2022 - Dec 2022Bournemouth, England, United KingdomLiverpool Victoria, trading since May 2007 as LV=, is one of the UK's largest insurance companies offering a range of insurance and retirement products, with 5,700 employees and a 2021 operating profit of £31m. As Ongoing Review Advised Sales Manager, I lead a team of Ongoing Review Financial Advisers on a day-to-day basis to ensure the entire client bank is serviced effectively. Part of my role is to design and create management information packs to demonstrate effective servicing of clients, review outcomes and retention levels and ensure business compliance.Key Contributions:- Achieved Investment Committee approval and implemented new advice / investment principles.- Created new proposition of service, redesigned key SLAs and implemented new ways of working.- Devised and presented 3 presentation packs for senior leadership meetings, enabling business demonstration of auditor and FCA compliance. -
Defined Contribution Advised Sales ManagerLv= Jan 2018 - Jan 2022Bournemouth, England, United KingdomLiverpool Victoria, trading since May 2007 as LV=, is one of the UK's largest insurance companies offering a range of insurance and retirement products, with 5,700 employees and a 2021 operating profit of £31m. As Defined Contribution Advised Sales Manager, I managed the Defined Contribution Financial Advisers on a day-to-day basis to achieve financial targets without compromising customer outcomes. Part of my role was to manage the LV relationship with third party providers - reporting issues, ensuring smooth service delivery, feeding back enhancements, and maintaining suitability report templates.Key Contributions:- Created MI suite to manage performance and provide trading figures to leadership team.- Supervised launch of new lead partnership between LV and L&G - advising clients on L&G products and reporting key concerns to stakeholders.
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Senior Financial AdviserLv= Jun 2017 - Jan 2018Bournemouth, England, United KingdomLiverpool Victoria, trading since May 2007 as LV=, is one of the UK's largest insurance companies offering a range of insurance and retirement products, with 5,700 employees and a 2021 operating profit of £31m. As Senior Financial Adviser, I supported clients in setting clear financial goals, paying close attention to details of the fact-find in order to explore and challenge any contradictions. Part of my role was to research financial products in-depth in order to provide thorough, reliable client guidance.Key Contributions:- Created templates for Retirement Options Specialists to ensure robust client handover.- Implemented optimum diary management to maximise number of clients to 8-10 per week.
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Non-Advised Sales ManagerLv= Jan 2016 - Jul 2017Bournemouth, England, United KingdomLiverpool Victoria, trading since May 2007 as LV=, is one of the UK's largest insurance companies offering a range of insurance and retirement products, with 5,700 employees and a 2021 operating profit of £31m. As Non-Advised Sales Manager, I oversaw the day-to-day activities of the non-advised sales team, ensuring all financial and referral targets achieved. Part of my role was to manage team resource effectively, often adapting individual workloads and assigned tasks at short notice, to consistently achieve corporate partner SLAs.Key Contributions:- Managed corporate partners such as Reassure and Capita, maintaining regular contact to develop and sustain successful and profitable relationships.- Led improvements to streamline the induction process as part of the guaranteed annuity rates project; recruited additional team members and succeeded in writing £40.6m in annuities.
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Retirement Options SpecialistLv= Jan 2014 - Jan 2016Bournemouth, England, United KingdomLiverpool Victoria, trading since May 2007 as LV=, is one of the UK's largest insurance companies offering a range of insurance and retirement products, with 5,700 employees and a 2021 operating profit of £31m. As Retirement Sales Representative, I guided customers through non-advised annuity process, giving particular attention to sensitive and quickly evolving compliance legislation. Part of my role was to advise on retirement planning and lifetime annuity products, building client trust to drive sales.Key Contributions:- Achieved Diploma in Regulated Financial Advice in 9 months.- Consistently achieved 100% of targets (over £300k in annuities) through sales and referrals to Financial Advisers based on clients’ objectives.
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Protection SupervisorLv= Jan 2010 - Jan 2014Bournemouth, England, United Kingdom
Christina Douglas-Sampson Ba(Hons) Dip Pfs Education Details
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Financial Planning And Services -
Finance And Business
Frequently Asked Questions about Christina Douglas-Sampson Ba(Hons) Dip Pfs
What company does Christina Douglas-Sampson Ba(Hons) Dip Pfs work for?
Christina Douglas-Sampson Ba(Hons) Dip Pfs works for Walker Wealth Management Ltd
What is Christina Douglas-Sampson Ba(Hons) Dip Pfs's role at the current company?
Christina Douglas-Sampson Ba(Hons) Dip Pfs's current role is Helping people achieve their financial goals.
What schools did Christina Douglas-Sampson Ba(Hons) Dip Pfs attend?
Christina Douglas-Sampson Ba(Hons) Dip Pfs attended Chartered Insurance Institute, Bournemouth University.
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