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Sam B. Email & Phone Number

Retirement Planning & Investment Specialist - Head Of Recruitment & Marketing at W1 Investment Group
Location: Geneva, Switzerland 4 work roles 2 schools
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✓ Verified August 2026 3 data sources Profile completeness 100%

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Current company
W1 Investment Group
Role
Retirement Planning & Investment Specialist - Head Of Recruitment & Marketing
Location
Geneva, Switzerland
Company size
62 employees

Who is Sam B.? Overview

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Quick answer

Sam B. is listed as Retirement Planning & Investment Specialist - Head Of Recruitment & Marketing at W1 Investment Group, a with 62 employees, based in Geneva, Switzerland. AeroLeads shows a matched LinkedIn profile for Sam B..

Sam B. previously worked as Senior Private Client Advisor - Pension Specialist at W1 Investment Group and Senior Financial Consultant at Ifs - International Financial Services. Sam B. holds Bachelor Of Arts - Ba, Geography And Economics from Newcastle University.

Company email context

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W1 Investment Group

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Profile bio

About Sam B.

Specialist in impartial financial advice on all concerns of Wealth Management with extensive experience in portfolio management and tax efficient investments. All advice given on a globally accessible basis providing a comprehensive service. Whether lump sum investment vehicles or structuring plans for long term goals and aspirations, all services are taylor made. Why take advice? “The affluent and advised demographic have 17% more wealth than the affluent non-advised demographic” (ILC-UK research report published July 2017)”Why W1? Our clients rate us as a 5 star Wealth Management Firm. (Results independently confirmed by TrustPilot ) About me: I have 21 years’ experience in Financial Services and am a Qualified Financial Planner and Member of the Chartered Insurance Institute (CII) specialising in all areas of personal and corporate financial planning advice. I specialise in helping international and transient professionals who require cross border specialist advice. I have clients in all corners of the globe whom I help maximise the offshore planning opportunities available to them. I currently hold the following industry qualifications:DipPFS - Diploma in FInancial PlanningCIOBS (Level 4) - Investment Advice Diploma CeFA - Certificate in Financial AdviceI aim to create a highly specialised & trusted service for my clients.I pride myself on providing high levels of service, always ensuring that financial solutions are delivered with a high degree of professionalism and integrity.Specialties:♣ Bespoke financial planning♣ Pension Transfer specialist♣ Advanced Tax and Investment Planning♣ Offshore Investments and Trusts♣ Retirement Planning♣ Trust and Estate Planning♣ Individual and business protection♣ Business Protection♣ Corporate Financial Planning

Listed skills include Income Protection, Retirement Planning, Wealth Management, Inheritance Tax Planning, and 42 others.

Current workplace

Sam B.'s current company

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W1 Investment Group
W1 Investment Group
Retirement Planning & Investment Specialist - Head Of Recruitment & Marketing
brussels, brussels hoofdstedelijk gewest, belgium
Website
w1investmentgroup.com
Employees
62
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4 roles

Sam B. work experience

A career timeline built from the work history available for this profile.

Senior Private Client Advisor - Pension Specialist

Current
W1 Investment Group

Qatar - London - Brussels - Spain - Switzerland

I work closely with my clients to build a bespoke, structured, financial plan to help them achieve their ultimate goal of financial independence. With a wealth of advanced financial planning tools, tax efficient strategies, and sought after investment opportunities at my disposal, I am well equipped to provide the highest calibre of qualified advice to my clients.I aim to create a highly specialised & trusted service for my clients.I pride myself on providing high levels of… Show more I work closely with my clients to build a bespoke, structured, financial plan to help them achieve their ultimate goal of financial independence. With a wealth of advanced financial planning tools, tax efficient strategies, and sought after investment opportunities at my disposal, I am well equipped to provide the highest calibre of qualified advice to my clients.I aim to create a highly specialised & trusted service for my clients.I pride myself on providing high levels of service, always ensuring that financial solutions are delivered with a high degree of professionalism and integrity.Specialties:♣ Bespoke financial planning♣ Pension transfer advice♣ Advanced Tax and Investment Planning♣ Offshore Investments and Trusts♣ Retirement Planning♣ Trust and Estate Planning♣ Individual and business protection♣ Business Protection♣ Corporate Financial Planning Show less

Jun 2015 - Present

Senior Financial Consultant

Ifs - International Financial Services

Qatar

Specialising in financial solution for expatriates working in Qatar and the Middle East, focussing primarily on tax efficient offshore savings, investments and retirement planning whilst also covering business, family and personal protection needs.All advice is regulated by the Qatar Financial Centre Regulatory Authority.

Oct 2013 - Jun 2015

Senior Partner

St. James’S Place Wealth Management

Manchester

My primary role is to research and implement bespoke solutions for my clients' financial security and aspirations.

May 2007 - Oct 2013
Team & coworkers

Colleagues at W1 Investment Group

Other employees you can reach at w1investmentgroup.com. View company contacts for 62 employees →

MK Maryna Kosmyna Maryna Kosmyna Colleague at W1 Investment GroupMarbella, Andalusia, Spain View → CB Chloe Barrett Chloe Barrett Colleague at W1 Investment GroupSpain View → BL Brigita Li Brigita Li Colleague at W1 Investment GroupLithuania View → TM Tim Mclennan Tim Mclennan Colleague at W1 Investment GroupLisbon, Portugal View → RF Rosanna Fitzgerald Rosanna Fitzgerald Colleague at W1 Investment GroupGreater Málaga Metropolitan Area, Spain View → TJ Thomas Javanaud Thomas Javanaud Colleague at W1 Investment GroupLondon, England, United Kingdom View → JW Jasmine Warhurst Jasmine Warhurst Colleague at W1 Investment GroupBang Lamung, Chon Buri, Thailand View → TE Thomas Evans Mcsi Thomas Evans Mcsi Colleague at W1 Investment GroupContact Info, United States View → JO John O’Leary John O’Leary Colleague at W1 Investment GroupSpain View → DG Derek Graham Derek Graham Colleague at W1 Investment GroupZurich, Switzerland View →
2 education records

Sam B. education

FAQ

Frequently asked questions about Sam B.

Quick answers generated from the profile data available on this page.

What company does Sam B. work for?

Sam B. works for W1 Investment Group.

What is Sam B.'s role at W1 Investment Group?

Sam B. is listed as Retirement Planning & Investment Specialist - Head Of Recruitment & Marketing at W1 Investment Group.

Where is Sam B. based?

Sam B. is based in Geneva, Switzerland while working with W1 Investment Group.

What companies has Sam B. worked for?

Sam B. has worked for W1 Investment Group, Ifs - International Financial Services, St. James’S Place Wealth Management, and Lloyds Bank Private Banking.

Who are Sam B.'s colleagues at W1 Investment Group?

Sam B.'s colleagues at W1 Investment Group include Maryna Kosmyna, Chloe Barrett, Brigita Li, Tim Mclennan, and Rosanna Fitzgerald.

How can I contact Sam B.?

You can use AeroLeads to view verified contact signals for Sam B. at W1 Investment Group, including work email, phone, and LinkedIn data when available.

What schools did Sam B. attend?

Sam B. holds Bachelor Of Arts - Ba, Geography And Economics from Newcastle University.

What skills is Sam B. known for?

Sam B. is listed with skills including Income Protection, Retirement Planning, Wealth Management, Inheritance Tax Planning, Investments, Pensions, Investment Advisory, and Financial Advisory.

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