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Sam Petts Email & Phone Number
Chartered Financial Planner and Investment Committee Chairman
at
Clarion Wealth Planning Limited
1 work email found
@clarionwealth.co.uk
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Chartered Financial Planner and Investment Committee Chairman
Location
Alderley Edge, England, United Kingdom
Company size
Who is Sam Petts? Overview
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Quick answer
Sam Petts is listed as Chartered Financial Planner and Investment Committee Chairman at Clarion Wealth Planning Limited, a company with 17 employees, based in Alderley Edge, England, United Kingdom. AeroLeads shows a work email signal at clarionwealth.co.uk and a matched LinkedIn profile for Sam Petts.
Sam Petts previously worked as Chartered Financial Planner & Investment Committee Chairman at Clarion Wealth Planning Limited and Partner, Head of Office at Killik & Co. Sam Petts holds Bachelor’S Degree, Finance, General from Sheffield Hallam University.
Company email context
Email format at Clarion Wealth Planning Limited
This section adds company-level context without repeating Sam Petts's masked contact details.
{first_initial}{last}@clarionwealth.co.uk
89% confidence
AeroLeads found 1 current-domain work email signal for Sam Petts. Compare company email patterns before reaching out.
Profile bio
About Sam Petts
I have been advising families on Wealth Management for the last 20+ years and have considerable expertise in constructing bespoke investment solutions using all forms of tax efficient products (ISA's, SIPP/SASS, Offshore Bonds, Trusts and Family Investment Companies). This enables the client's unique financial plan to work in their best interests and achieve their set life goals. I am very experienced in managing busy teams with a strong focus on forging links with key professional connections. I am fully abreast of industry changes in order to identify planning opportunities for my clients and have extended knowledge in key areas of investment, pensions and taxation, with a strong emphasis on cash flow financial planning in all scenarios.
Listed skills include Wealth Management, Portfolio Management, Financial Services, Hedge Funds, and 36 others.
Current workplace
Sam Petts's current company
Company context helps verify the profile and gives searchers a useful next step.
Clarion Wealth Planning Limited
6 roles
Sam Petts work experience
A career timeline built from the work history available for this profile.
Chartered Financial Planner & Investment Committee Chairman
Current
May 2017 - Present
Partner, Head Of Office
Apr 2011 - Mar 2017
Branch Manager
Jul 2007 - Apr 2011
Private Client Broker, Head Of New Clients
Nov 2004 - Jul 2007
Paraplanner / Adviser
Caroline Banks & Associates Ifa
Jun 2001 - Nov 2004
Team & coworkers
Colleagues at Clarion Wealth Planning Limited
Other employees you can reach at clarionwealth.co.uk. View company contacts for 17 employees →
BP
Bradley Peet, Dippfs, Certpfs(Dm)
Colleague at Clarion Wealth Planning Limited
Manchester Area, United Kingdom, United Kingdom
View →
PB
Peter Butcher - Chartered Financial Planner
Colleague at Clarion Wealth Planning Limited
Alderley Edge, England, United Kingdom, United Kingdom
View →
AW
Adam Wareing Fpfs
Colleague at Clarion Wealth Planning Limited
Sale, England, United Kingdom, United Kingdom
View →
AC
Alistair Cartwright Fpfs
Colleague at Clarion Wealth Planning Limited
Compstall, England, United Kingdom, United Kingdom
View →
JH
Jacob Hartley - Chartered Financial Planner
Colleague at Clarion Wealth Planning Limited
Alderley Edge, England, United Kingdom, United Kingdom
View →
RW
Ron Walker - Founder Of Clarion Group
Colleague at Clarion Wealth Planning Limited
Alderley Edge, England, United Kingdom, United Kingdom
View →
IS
Isabelle Spencer
Colleague at Clarion Wealth Planning Limited
Bollington, England, United Kingdom, United Kingdom
View →
JW
John Winstanley
Colleague at Clarion Wealth Planning Limited
Alderley Edge, England, United Kingdom, United Kingdom
View →
KT
Keith Thompson
Colleague at Clarion Wealth Planning Limited
Alderley Edge, England, United Kingdom, United Kingdom
View →
Bradley Peet, Dippfs, Certpfs(Dm)
Colleague at Clarion Wealth Planning Limited
Manchester Area, United Kingdom, United Kingdom
View →
PB
Peter Butcher - Chartered Financial Planner
Colleague at Clarion Wealth Planning Limited
Alderley Edge, England, United Kingdom, United Kingdom
View →
AW
Adam Wareing Fpfs
Colleague at Clarion Wealth Planning Limited
Sale, England, United Kingdom, United Kingdom
View →
AC
Alistair Cartwright Fpfs
Colleague at Clarion Wealth Planning Limited
Compstall, England, United Kingdom, United Kingdom
View →
JH
Jacob Hartley - Chartered Financial Planner
Colleague at Clarion Wealth Planning Limited
Alderley Edge, England, United Kingdom, United Kingdom
View →
RW
Ron Walker - Founder Of Clarion Group
Colleague at Clarion Wealth Planning Limited
Alderley Edge, England, United Kingdom, United Kingdom
View →
IS
Isabelle Spencer
Colleague at Clarion Wealth Planning Limited
Bollington, England, United Kingdom, United Kingdom
View →
JW
John Winstanley
Colleague at Clarion Wealth Planning Limited
Alderley Edge, England, United Kingdom, United Kingdom
View →
KT
Keith Thompson
Colleague at Clarion Wealth Planning Limited
Alderley Edge, England, United Kingdom, United Kingdom
View →
2 education records
Sam Petts education
Bachelor’S Degree, Finance, General
Education record
FAQ
Frequently asked questions about Sam Petts
Quick answers generated from the profile data available on this page.
What company does Sam Petts work for?
Sam Petts works for Clarion Wealth Planning Limited.
What is Sam Petts's role at Clarion Wealth Planning Limited?
Sam Petts is listed as Chartered Financial Planner and Investment Committee Chairman at Clarion Wealth Planning Limited.
What is Sam Petts's email address?
AeroLeads has found 1 work email signal at @clarionwealth.co.uk for Sam Petts at Clarion Wealth Planning Limited.
Where is Sam Petts based?
Sam Petts is based in Alderley Edge, England, United Kingdom while working with Clarion Wealth Planning Limited.
What companies has Sam Petts worked for?
Sam Petts has worked for Clarion Wealth Planning Limited, Killik & Co, and Caroline Banks & Associates Ifa.
Who are Sam Petts's colleagues at Clarion Wealth Planning Limited?
Sam Petts's colleagues at Clarion Wealth Planning Limited include Bradley Peet, Dippfs, Certpfs(Dm), Peter Butcher - Chartered Financial Planner, Adam Wareing Fpfs, Alistair Cartwright Fpfs, and Jacob Hartley - Chartered Financial Planner.
How can I contact Sam Petts?
You can use AeroLeads to view verified contact signals for Sam Petts at Clarion Wealth Planning Limited, including work email, phone, and LinkedIn data when available.
What schools did Sam Petts attend?
Sam Petts holds Bachelor’S Degree, Finance, General from Sheffield Hallam University.
What skills is Sam Petts known for?
Sam Petts is listed with skills including Wealth Management, Portfolio Management, Financial Services, Hedge Funds, Investment Management, Asset Management, Equities, and Management.
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