Sam Patterson Apfs

Sam Patterson Apfs Email and Phone Number

Head of Delivery @ Equilibrium Financial Planning
Manchester, England, GB
Sam Patterson Apfs's Location
Manchester Area, United Kingdom, United Kingdom
About Sam Patterson Apfs

Within the Financial Services profession, I truly believe an individual, given the right environment and the right support, can develop in any direction they wish, both personally and professionally. I'm proud to offer this environment and support through my three main roles as a CII exam specialist, Consultant and Head of Mentoring.I am a CII exam specialist, who is responsible for authoring and maintaining current exam style questions for the CII. In addition to this, I take an active interest in training and coaching candidates through examinations, and am proud to say The Patterson Group is an industry leader in terms of CII revision resources, having sold over 71,000 sets of audio revision material over our 29 year history.I also act as a Consultant to a number of well recognised financial advisory firms and have been involved in numerous days on-the-job training. I believe the best resource available to a firm is its people, and I'm passionate about getting developing and coaching those within the financial services profession.I am also a Director and Head of Mentoring at The Paraplanner Club, a free mentoring scheme for paraplanners around the country who want to develop their career. Ask ten paraplanners to describe their day-to-day roles, I'd imagine you would get ten different answers. At The Paraplanner Club, we're proud to offer individual, bespoked mentoring completely free of charge, to help empower paraplanners nationwide.

Sam Patterson Apfs's Current Company Details
Equilibrium Financial Planning

Equilibrium Financial Planning

View
Head of Delivery
Manchester, England, GB
Employees:
2
Sam Patterson Apfs Work Experience Details
  • Equilibrium Financial Planning
    Head Of Delivery
    Equilibrium Financial Planning
    Manchester, England, Gb
  • The Patterson Group
    Company Director
    The Patterson Group Jun 2020 - Present
  • The Paraplanner Club
    Director & Head Of Mentoring
    The Paraplanner Club Jan 2022 - Present
  • Equilibrium Financial Planning
    Team Leader & Client Manager
    Equilibrium Financial Planning Jan 2019 - Jun 2022
  • Equilibrium Financial Planning
    Client Manager
    Equilibrium Financial Planning Aug 2017 - Jan 2019
  • Moore Stephens Financial Services
    Paraplanner
    Moore Stephens Financial Services Sep 2015 - Sep 2016
  • The Patterson Group
    Consultant
    The Patterson Group Aug 2013 - Sep 2015

Sam Patterson Apfs Education Details

Frequently Asked Questions about Sam Patterson Apfs

What company does Sam Patterson Apfs work for?

Sam Patterson Apfs works for Equilibrium Financial Planning

What is Sam Patterson Apfs's role at the current company?

Sam Patterson Apfs's current role is Head of Delivery.

What schools did Sam Patterson Apfs attend?

Sam Patterson Apfs attended Newcastle University, Chartered Insurance Institute.

Who are Sam Patterson Apfs's colleagues?

Sam Patterson Apfs's colleagues are Lyndsey O'hagan, Toby Ellington, Nia Hughes Dippfs, Ann Manley, Jacob Lambert, Ryan Macdonald, Steven Mcnicholas Dippfs Fcsi.

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