He is a member of Perspective’s Advisory Board and specialise in High Net Worth families and companies.
Samuel is a Chartered Financial Planner and Fellow of the Personal Finance Society, the profession’s highest accolades, and have a wealth of knowledge in areas including Inheritance Tax Planning, Pension Planning, Investments and Tax Planning.
He began his career in Finance as an Accountant in 2003, working for one of the UK’s largest hotel and leisure businesses, gaining the AAT qualification. From 2007 onwards, he worked in the financial services sector including for two of the UK’s largest Banks, and then in 2011 as an Independent Financial Adviser, before joining Perspective in 2016 where he manages both our Maidstone and London offices.
*The FCA does not regulate taxation advice.
