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Sam B. is listed as Retirement Planning & Investment Specialist - Head Of Recruitment & Marketing at W1 Investment Group, a company with 62 employees, based in Geneva, 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.
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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.
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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.
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.
Manchester
My primary role is to research and implement bespoke solutions for my clients' financial security and aspirations.
Other employees you can reach at w1investmentgroup.com. View company contacts for 62 employees →
Stephanie Westwood
Colleague at W1 Investment GroupMarbella, Andalusia, Spain, Spain
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Tamara C.
Colleague at W1 Investment GroupUnited States, United States
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Michelle Osborne
Colleague at W1 Investment GroupGeneva, Geneva, Switzerland, Switzerland
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Charlotte Harrison
Colleague at W1 Investment GroupNewcastle Upon Tyne, England, United Kingdom, United Kingdom
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Mohamed Hakeem
Colleague at W1 Investment GroupSri Lanka, Sri Lanka
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Zain Rahim
Colleague at W1 Investment GroupLondon, England, United Kingdom, United Kingdom
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Joshua Williams
Colleague at W1 Investment GroupSwitzerland, Switzerland
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John O’Leary
Colleague at W1 Investment GroupSpain, Spain
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Dina Samuels
Colleague at W1 Investment GroupLondon, England, United Kingdom, United Kingdom
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Isabella Fitzgerald
Colleague at W1 Investment GroupGreater Málaga Metropolitan Area, Spain
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Quick answers generated from the profile data available on this page.
Sam B. works for W1 Investment Group.
Sam B. is listed as Retirement Planning & Investment Specialist - Head Of Recruitment & Marketing at W1 Investment Group.
Sam B. is based in Geneva, Geneva, Switzerland while working with W1 Investment Group.
Sam B. has worked for W1 Investment Group, Ifs - International Financial Services, St. James’S Place Wealth Management, and Lloyds Bank Private Banking.
Sam B.'s colleagues at W1 Investment Group include Stephanie Westwood, Tamara C., Michelle Osborne, Charlotte Harrison, and Mohamed Hakeem.
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.
Sam B. holds Bachelor Of Arts - Ba, Geography And Economics from Newcastle University.
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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