Sam provides advice for US connected people living and working abroad along with assisting clients when they repatriate back to the US.
Sam has a First Class Honours Degree in Automotive Engineering. He holds a Diploma in Regulated Financial Planning with the Chartered Insurance Institute (CII) UK. Sam is a Qualified Financial Advisor (QFA) and a Specialist Investment Advisor (SIA) with the Institute of Bankers Ireland. He also holds the Series 65 license in the USA, where he is an Investment Advisor Representative. We believe his education and practical experience make him the ideal choice to deal with all clients’ financial needs.
With international clients from across the globe, Sam focuses on those living and working overseas and assists them with aspects of financial and lifestyle planning. Offering a wide range of services, Sam aims to meet his client’s financial needs including mortgages, critical illness cover, international offshore savings, education fee planning and retirement planning. He also assists with the consolidation and transfer of existing pension funds.
Sam also recognises the importance of protecting existing wealth from inflation. Importantly, Sam also aims to ensure that his clients finances are secure, helping them to maintain their chosen lifestyle, even after retirement.
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