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Paraplanner
Sam has been working in financial services for over 15 years, most of these within the personal advice space. He has worked in many aspects of this business which gives him a wide range of experiences to draw from to best help clients.
He now operating as a Paraplanner, helping Ian with his clients to make sure they receive a professional yet friendly service.
Sam is busy these days with his young daughter Rowan. He enjoys spending time with her and his partner Rachel. He very much hopes far flung places and music festivals will be achievable in the not too distance future with them both.
Sam enjoys relaxing with friends and family, either over a beer or a brain melting boardgame. Or both.
This Level 4 Diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
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The Aspire Partnership LLP is authorised and regulated by the Financial Conduct Authority – Ref. No. 518833.
Registered in England. Limited Liability Partnership No. OC351804.
The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk