T: 01420 83517
Samantha is part of the administration team, with her role including managing processes for new clients and providing on-going support to our existing clients. She is also responsible for the day-to-day running of the administration team.
Samantha joined us in 2014 and has 9 years experience in the industry.
She started her career in financial services at Premier Asset Management in Guildford then moved on to an Independent Financial Adviser (IFA) company in Fleet, where she provided administrative support to three chartered financial advisers.
Samantha has recently been promoted to Operations Manager but retains the administration department under her wing.
BSc (Hons) in Sociology, Certificates in Investment Administration; Investment & Risk; and Pensions & Retirement Planning