SAM works with families, businesses and professional partners. We help them to plan their or their clients’ futures, whether approaching retirement, planning to maximise their family inheritance, reassessing their finances or selling a business. As a Chartered firm of Independent Financial Advisers we don’t offer short-term, off-the-shelf product-driven solutions. We create a financial plan that identifies your long-term aims and shows how you can achieve them.
Working with SAM will make you more secure, confident and comfortable in the knowledge that an experienced team of professionals are looking after your best interests.
SAM consists of two businesses: Strategic Asset Managers Ltd, which started in 2001, and SAM Wealth LLP, which we launched in 2012 as part of our expansion. Both businesses operate in an identical manner with the client at the centre of everything we do.
We’re based in a historically significant building, Castle Mews in Uddingston, a leafy suburb of Glasgow, 200 metres from the world famous Tunnock’s biscuit factory and a stone’s throw from the medieval Bothwell Castle.