Stephen Samuels Email and Phone Number
I am a Partner within Samuels Financial, a Manchester based firm of professional and experienced Chartered Financial Planners who aim to deliver practical solutions to the financial issues that concern our clients the most. I am a Chartered Financial Planner and non-practicing Chartered Accountant and started in practice over 40 years ago. Having experienced the issues that business owners and individuals face when starting and running a business, I believe that I am ideally placed to develop proven financial strategies for a wide range of situations and clients.My advice covers all areas of wealth management, including, retirement planning, investment planning, corporate financial planning, inheritance tax planning and protection of wealth and estates. More details can be found on my website at www.samuelsfinancial.co.uk.As a Partner Practice of St. James’s Place Wealth Management, my emphasis is on developing a long-term relationship with my clients, their families, and their businesses and to provide them with a dedicated service based on integrity and excellence.
Samuels Financial Llp, Senior Partner Practice Of St. James'S Place Wealth Management
View- Website:
- samuelsfinancial.co.uk
- Employees:
- 5
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PartnerSamuels Financial Llp, Senior Partner Practice Of St. James'S Place Wealth Management Jan 2007 - Present205 Bury Old Road, Prestwich, Manchester, M25 1JfThe Partner/Partner Practice 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 titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representativesSJP Approved 27/02/2024 -
Managing DirectorS Samuels & Co Jan 1982 - May 2014Accountant
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AccountantMoore Stephens Sep 1976 - Jan 1982Accountancy
Stephen Samuels Skills
Stephen Samuels Education Details
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Accountancy
Frequently Asked Questions about Stephen Samuels
What company does Stephen Samuels work for?
Stephen Samuels works for Samuels Financial Llp, Senior Partner Practice Of St. James's Place Wealth Management
What is Stephen Samuels's role at the current company?
Stephen Samuels's current role is Partner of Samuels Financial LLP, Senior Partner Practice of St. James's Place Wealth Management.
What schools did Stephen Samuels attend?
Stephen Samuels attended Liverpool University.
What skills is Stephen Samuels known for?
Stephen Samuels has skills like Accounting, Financial Accounting, Financial Analysis, Pensions, Investments, Protection, Pension Funds, Pension Schemes, Isas, Bonds, Income Protection, Term Life Insurance.
Who are Stephen Samuels's colleagues?
Stephen Samuels's colleagues are Penelope Leigh.
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