SAM operates with the values of a family business like us. They are honest, trustworthy and reliable. Seumas MacInnes, Café Gandolfi SAM look after my whole portfolio, but the life advice is of equal value. Angela Vickers, Apex Hotels We trust SAM to look after the pension schemes so we can get on with running our businesses. Dr Jen Tan, Bioforce Ltd SAM are straight, clever and don’t try to pull any fancy tricks. We don’t use anyone else. Douglas Lamond, Kippen Campbell With SAM I feel empowered and part of the decision, rather than just handing it over. That’s why I like working with them. Gill Dingwall, Strathkelvin Chiropractic
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COVID-19

Update as at 26 March 2020

Following our announcement 3 days ago all staff are now successfully working from home and contactable by email. If you phone our office a remote answering service will take your details and email the appropriate team member who will get back in touch. This allows us to keep our staff safe while continuing to look after your investments and financial affairs.

We are following the Government guidelines and are not travelling to the office so please do not send anything important in the mail as we will not be able to collect it. Stay safe.

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Welcome to SAM

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.

We work with

Services - Families
Services - Businesses
Professional Partners

Meet the team

Our five advisers have over 150 years’ combined experience and are supported by a highly qualified team who deliver a personal and professional service. We create strong relationships with clients that develop over many years. They trust us to listen, find out what matters to them, simplify the complex and map out their individual solution.

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Meet the team

Our five advisers have over 150 years’ combined experience and are supported by a highly qualified team who deliver a personal and professional service. We create strong relationships with clients that develop over many years. They trust us to listen, find out what matters to them, simplify the complex and map out their individual solution.

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Brief history of SAM

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.

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Please speak to the SAM team today on: 01698 907003

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