Sam Wallis
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Sam Wallis Email & Phone Number

Managing Director at New Leaf Distribution
Location: United Kingdom, United Kingdom, United Kingdom 5 work roles 2 schools
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Current company
Role
Managing Director
Location
United Kingdom, United Kingdom, United Kingdom
Company size

Who is Sam Wallis? Overview

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Quick answer

Sam Wallis is listed as Managing Director at New Leaf Distribution, a company with 45 employees, based in United Kingdom, United Kingdom, United Kingdom. AeroLeads shows a matched LinkedIn profile for Sam Wallis.

Sam Wallis previously worked as Head of Wealth Management at New Leaf Distribution and Sales Director at New Leaf Distribution Ltd. Sam Wallis holds Bachelor Of Science (Bsc), Economics from University Of Kent.

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Email format at New Leaf Distribution

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New Leaf Distribution

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Profile bio

About Sam Wallis

Sam Wallis is a Managing Director at New Leaf Distribution. He possess expertise in financial services, insurance, critical illness, management, wealth and 5 more skills.

Listed skills include Financial Services, Insurance, Critical Illness, Management, and 6 others.

Current workplace

Sam Wallis's current company

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New Leaf Distribution
New Leaf Distribution
Managing Director
United Kingdom
Employees
45
AeroLeads page
5 roles

Sam Wallis work experience

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Head Of Wealth Management

Current

My role is to shape, grow and oversee the Investments & Pensions arm of the business. This includes responsibility for our investment proposition, advice processes and our paraplanning department.

Jul 2017 - Present

Sales Director

My role at New leaf is extremely varied and that is what I love about being here.My responsibilities include:Compliance OversightSystems/IT Innovation and maintenanceField SupervisionTraining of Advisers & Will WritersCompany Document CreationRepresenting New Leaf at industry eventsFCA Reporting

Oct 2014 - Jul 2017

Paraplanning Manager

I created and developed the department, growing the team to include 5 full time staff members. The centre is dedicated to providing technical and administrative support to all adviser members of New Leaf.

Jan 2013 - Oct 2014

Adviser & Will Writer

After completing my studies with the IFS University College; I started as an adviser specialising in Protection & General Insurance and added Will Writing as a profit centre after 6 months. I have utilised the experience gained in this period of my career in my future roles.

Jan 2011 - Jan 2013
Team & coworkers

Colleagues at New Leaf Distribution

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2 education records

Sam Wallis education

FAQ

Frequently asked questions about Sam Wallis

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What company does Sam Wallis work for?

Sam Wallis works for New Leaf Distribution.

What is Sam Wallis's role at New Leaf Distribution?

Sam Wallis is listed as Managing Director at New Leaf Distribution.

Where is Sam Wallis based?

Sam Wallis is based in United Kingdom, United Kingdom, United Kingdom while working with New Leaf Distribution.

What companies has Sam Wallis worked for?

Sam Wallis has worked for New Leaf Distribution and New Leaf Distribution Ltd.

Who are Sam Wallis's colleagues at New Leaf Distribution?

Sam Wallis's colleagues at New Leaf Distribution include Diane Street, John Band, Luca Frankis Dipfa, Daniel H., and Danielle Louka.

How can I contact Sam Wallis?

You can use AeroLeads to view verified contact signals for Sam Wallis at New Leaf Distribution, including work email, phone, and LinkedIn data when available.

What schools did Sam Wallis attend?

Sam Wallis holds Bachelor Of Science (Bsc), Economics from University Of Kent.

What skills is Sam Wallis known for?

Sam Wallis is listed with skills including Financial Services, Insurance, Critical Illness, Management, Wealth, Life Insurance, Income Protection, and Protection.

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