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, pension and retirement planning, and Inheritance Tax planning.
Areas of expertise
Professional information
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Chartered Insurance Institute – Advanced Diploma in Financial Planning (APFS)
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Member of Chartered Insurance Institute
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Member of the Personal Finance Society
Recent articles from Sam Cawley
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Blogs Wealth ManagementProtecting Your Business: Key Person Insurance & Shareholder Protection Read More
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Blogs Wealth ManagementAutumn Budget 2024: Major Inheritance Tax Changes Impact Pensions & Business Assets Read More
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