Sam Barrie Email & Phone Number

I am a professional Financial Planner based in Singapore with The Fry Group, with over 15 years industry experience. I am highly knowledgeable in my field and take a dedicated personal approach when working with all of my clients, initially finding the most suitable solutions to their financial planning needs, then regularly reviewing every aspect of their portfolio, tax liabilities, any changes to personal circumstances, and future financial goals. I pride myself in my ethical approach to financial planning and strive to raise the standards of the industry in Asia.I am fully UK qualified to FCA standards and am proud to have achieved Chartered Status, holding the Advanced Diploma in Regulated Financial Planning (APFS) through the Chartered Insurance Institute (CII), as well as the Certificate in Securities Advice and Dealing (CertPFS (Securities)) and Certificate in Discretionary Investment Management (CertPFS (DM)). I am a certified member of the CII, Personal Finance Society, and Singapore College of Insurance and adhere strictly to their codes of conduct and best industry practices. I continue to build my credentials through CPD every year. I provide the following services:Corporate Financial PlanningAsset and Wealth Management (Advisory/Discretionary)UK Inheritance Tax (IHT) and Estate PlanningPension AnalysisPension Management - SIPPS/QROPSTrust Set-Up and ManagementLife InsuranceIncome ProtectionMy MAS FAR License No.: BSG300134621 The Fry Group Singapore MAS Licence No.: FA100057

Listed skills include Wealth Management, Pensions, Financial Advisory, Portfolio Management, and 22 others.