Aspire. Invest. Achieve.

SAM combines strong relationships with the latest technology to make sure you’re on track to reach your financial goals.

Working with you

We all know that failing to plan is planning to fail – let us help you prepare for a more certain future. We’ll support you in achieving your objectives, whatever they might be. We take the same professional approach in understanding your requirements whether you are a family, business or professional partner looking after clients. Here is how we’ll work with you.

Five promises from SAM

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    We always remember it’s your money

    You’ve worked hard to build up your wealth, and our role is to make it work as hard as possible for you, within the limits you set in relation to risk.

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    You’re not a number to us

    We want to build a long-term relationship with you and that happens by going the extra mile and looking after you, your family, your business or clients you introduce to us.

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    We aim for continual improvement

    Every member of SAM is committed to improving our technical knowledge and the service we deliver to you.

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    We put clients’ needs first

    We want you to achieve your objectives and we put your needs at the centre of everything we do.

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    We strive to simplify the complex

    We know that finance can be confusing, our role is to simplify it wherever possible.

Delivering on our promises

Once we have agreed your objectives and implemented your plan, we will annually review your circumstances to ensure you are on track. We can make adjustments along the way and you can have the peace of mind that you have a team of dedicated professionals behind you.

of clients said our support team are ‘extremely or ‘very’ helpful’
of clients said we meet their needs ‘extremely’ or ‘very’ well
of clients would describe our service as ‘exceptional’ or ‘high quality’

Please speak to the SAM team today on: 01698 907003