Stephen Samuels

Stephen Samuels Email and Phone Number

Partner of Samuels Financial LLP, Senior Partner Practice of St. James's Place Wealth Management @ Samuels Financial LLP, Senior Partner Practice of St. James's Place Wealth Management
manchester, manchester, united kingdom
Stephen Samuels's Location
Greater Manchester, England, United Kingdom, United Kingdom
About Stephen Samuels

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.

Stephen Samuels's Current Company Details
Samuels Financial LLP, Senior Partner Practice of St. James's Place Wealth Management

Samuels Financial Llp, Senior Partner Practice Of St. James'S Place Wealth Management

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Partner of Samuels Financial LLP, Senior Partner Practice of St. James's Place Wealth Management
manchester, manchester, united kingdom
Employees:
5
Stephen Samuels Work Experience Details
  • Samuels Financial Llp, Senior Partner Practice Of St. James'S Place Wealth Management
    Partner
    Samuels Financial Llp, Senior Partner Practice Of St. James'S Place Wealth Management Jan 2007 - Present
    205 Bury Old Road, Prestwich, Manchester, M25 1Jf
    The 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
  • S Samuels & Co
    Managing Director
    S Samuels & Co Jan 1982 - May 2014
    Accountant
  • Moore Stephens
    Accountant
    Moore Stephens Sep 1976 - Jan 1982
    Accountancy

Stephen Samuels Skills

Accounting Financial Accounting Financial Analysis Pensions Investments Protection Pension Funds Pension Schemes Isas Bonds Income Protection Term Life Insurance Critical Illness

Stephen Samuels Education Details

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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