Sam joined Nelsons’ Investment Management team as an Investment Director and Chartered Financial Planner in November 2020. His areas of expertise include investment advice for individuals, cash flow planning, and pension and retirement planning.
Areas of Expertise
- Cash flow planning
- Pensions and retirement planning
- Investment advice for individuals
- Inheritance Tax planning
Professional Information
- Chartered Insurance Institute – Advanced Diploma in Financial Planning (APFS)
- Member of Chartered Insurance Institute
- Member of the Personal Finance Society