Sam Candy Email & Phone Number

London, United Kingdom

Our mission is to always put our client's goals at the centre of everything we do. We listen to our clients, deliver a comprehensive financial strategy and then ensure that plan remains relevant and up to date over time. We know that financial success is best achieved through precise and sustained focus, which is why our teams work very closely to create the best possible outcome. There are three approaches in which we can provide financial focus. Financial Focus for You, Financial Focus for… Show more Our mission is to always put our client's goals at the centre of everything we do. We listen to our clients, deliver a comprehensive financial strategy and then ensure that plan remains relevant and up to date over time. We know that financial success is best achieved through precise and sustained focus, which is why our teams work very closely to create the best possible outcome. There are three approaches in which we can provide financial focus. Financial Focus for You, Financial Focus for your Talent & Financial Focus for your Business.For career opportunities have a look at our careers page on our website for live job updates.FLM 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 title 'Partner Practice' is the marketing term used to describe St. James's Place representatives.FLM is a trading name of Financial Lifestyle Management Ltd, which is registered in England & Wales No. 04426632. SJP approved on 10/02/2023 Show less

The Shard

Foresight Group is a leading independent infrastructure and private equity investment manager which has been managing investment funds on behalf of institutions and retail clients for more than 30 years.Foresight has £2.8bn AUM both from institutional and retail fundraising, across a number of funds. On our retail side we specialise in VCTs, EISs and BPR funds.We have just launched our Accelerated Inheritance Tax Solution for those looking for peace of mind over the 2 years before… Show more Foresight Group is a leading independent infrastructure and private equity investment manager which has been managing investment funds on behalf of institutions and retail clients for more than 30 years.Foresight has £2.8bn AUM both from institutional and retail fundraising, across a number of funds. On our retail side we specialise in VCTs, EISs and BPR funds.We have just launched our Accelerated Inheritance Tax Solution for those looking for peace of mind over the 2 years before qualifying for BPR. http://www.foresightgroup.eu/private-investors-and-advisers/accelerated-inheritance-tax-solution Show less

City Tower, London

Planday is a young and dynamic London start-up, grown from a successful Danish business, providing an enterprise software platform for consumer focused SME businesses. Launched in August 2014, I was one of five founding employees tasked with building the client base initially in London. My responsibilities include:• Contributing to the developing marketing strategy• Developing business opportunities through face to face meetings and specific industry networking events • Product… Show more Planday is a young and dynamic London start-up, grown from a successful Danish business, providing an enterprise software platform for consumer focused SME businesses. Launched in August 2014, I was one of five founding employees tasked with building the client base initially in London. My responsibilities include:• Contributing to the developing marketing strategy• Developing business opportunities through face to face meetings and specific industry networking events • Product capability demonstrations to potential customers• Sales pitch to potential customers and follow up contract completion• Account management through the customer life• End to end management of the customer journey and contribution to product development and innovation Show less

Diploma In Regulated Financial Planning, Finance, General

Master Of Chemistry (Mchem With Hons), Chemistry

Activities and Societies: Latin and Ballroom Dance

Education record