Sam Fordred Email and Phone Number
Financial Planning, Investment Management & Behaviour Coaching.If you have any questions, please feel free to connect with me on LinkedIn or send me an email at samuel.fordred@sjpp.co.ukSt. James's Place are a FTSE 250 company and a crucial point to bear in mind as a potential client is that the St. James's Place Wealth Management Group guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the group. More details of which are set out on the groups website at www.sjp.co.uk/productsTaxation rules can change at any time and are dependent on individual circumstances. Your home may be reposted if you do not keep up repayments on your mortgage. Twelve Wealth Management Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The St. James's Place Partnership' and the title `Senior Partner Practice' is the marketing term used to describe St. James's Place representatives.SJP approved 06/06/2024
Twelve Wealth Management
View- Website:
- twelvewm.co.uk
- Employees:
- 2
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Financial AdviserTwelve Wealth Management Sep 2018 - PresentLondon, England, United KingdomSenior Partner Practice of St. James’s Place Wealth Management
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Associate PartnerSt. James’S Place Wealth Management Jan 2017 - Sep 2018London, United KingdomSt. 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. -
Financial Planning ManagerBanco Santander Nov 2015 - Dec 2016London, United KingdomAs a Financial Planning Manager, I focused on providing high-quality investment advice to meet my clients’ needs. -
Protection AdvisorBanco Santander Oct 2013 - Nov 2015Brentwood, EnglandI ensured that all of my clients were in an informed position about their protection needs and were offered appropriate solutions to meet those needs.
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Financial ConsultantHalifax Oct 2012 - Oct 2013I provided clear and appropriate, professional financial advice on Protection and Savings products by deepening customer relationships and offering exceptional service. -
Banking AdviserHalifax Apr 2009 - Oct 2012Understanding what banking needs my clients required, identifying ways for us to help them and providing a great service.
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Customer AdviserHalifax May 2008 - Apr 2009Greeting 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.
Frequently Asked Questions about Sam Fordred
What company does Sam Fordred work for?
Sam Fordred works for Twelve Wealth Management
What is Sam Fordred's role at the current company?
Sam Fordred's current role is Financial Adviser at Twelve Wealth Management Limited - Senior Partner Practice of St. James’s Place.
Who are Sam Fordred's colleagues?
Sam Fordred's colleagues are Isabelle Wright, Clio Maguire Dippfs, Kate Kennedy, Liam Cahill, Alex Exall, Emma Drace-Francis (Nee Harvey).
Not the Sam Fordred you were looking for?
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Samantha Fordred
Hampstead Gardens, Sa -
Samantha Fordred
Millers Point, Nsw
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