Sam Ling
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.
Qualifications & Awards
Degree - Engineering
CII - Regulated Pension Transfer Advice
CII - Level 3 Certificate in Equity Release
CII - Level 3 Certificate in Mortgage Advice
CII - Level 4 Diploma in Regulated Financial Planning
CII - Level 4 Certificate in Securities Advice & Dealing
CII - Level 4 Certificate in Advance Mortgage Advice
CII - Level 4 Certificate in Discretionary Investment Management
Areas of Expertise
- US Retirement Assets
- Non Qualified Investments
- International Pensions and Investments
- Access to insurance analysis and insurance professionals
- Financial Planning Analysis to include Retirement, education and succession planning.
- Repatriation
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