Sam Ling is a Chartered Financial Planner with a global outlook and specialist focus on cross-border advice for internationally mobile clients, particularly those with US connections. He is highly experienced in guiding clients through complex financial landscapes, whether they are living abroad or returning to the United States, and delivers holistic advice with a focus on honesty, clarity, education, and long-term relationship building.
Sam holds a wide range of professional qualifications, including the prestigious Fellowship of the Personal Finance Society (FPFS) and the CII Advanced Diploma in Financial Planning, one of the highest financial planning designations in the UK. He is also licensed under the Series 65 in the United States, allowing him to act as an Investment Adviser Representative. In Ireland, he holds both the Qualified Financial Adviser (QFA) and Specialist Investment Adviser (SIA) designations, and he is fully certified under CySEC to provide regulated advice within Europe.
Originally graduating with First-Class Honours in Automotive Engineering, Sam transitioned into financial services, bringing analytical precision and structured thinking to his advisory work. He now works with clients across the Middle East, USA, and Europe, supporting expatriates and international professionals with all aspects of financial and lifestyle planning.
Sam believes in making the complex, simple. Whether navigating regulatory frameworks or investment portfolios, he helps clients take control of their finances, empowering them to plan confidently for the future they want.
.svg)
.svg)
