Sam Fordred Email & Phone Number

London, England, United Kingdom

Senior Partner Practice of St. James’s Place Wealth Management

London, United Kingdom

St. James's Place Wealth Management is one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.

London, United Kingdom

As a Financial Planning Manager, I focused on providing high-quality investment advice to meet my clients’ needs.

Brentwood, England

I ensured that all of my clients were in an informed position about their protection needs and were offered appropriate solutions to meet those needs.

I provided clear and appropriate, professional financial advice on Protection and Savings products by deepening customer relationships and offering exceptional service.

Understanding what banking needs my clients required, identifying ways for us to help them and providing a great service.

Greeting Customers at the welcome desk, serving them at the counter or at any other area of the branch. Understanding their needs, I had to identify the best ways for us to help them.