Samuel is the Founder and Principal of Belmont Wealth Management. He has over 25 years’ experience in financial services, including the last 19 years as a financial adviser, helping clients build long-term plans across a wide range of professional backgrounds.
Samuel takes pride in providing advice that is clear, considered and tailored. His approach is built on truly understanding each client- so he can challenge where needed, keep the plan on track, and ensure clients feel confident that they are making the right decisions. He recognises that he is trusted not only with clients’ savings and business assets, but with their future choices. As a business owner and father, he personally understands well the many challenges that his clients face.
Outside of work, Samuel is a keen golfer and can be found most weekends attempting to play a shot out of the woods. He enjoys travelling and keeping fit through running and cycling in the Essex countryside. He is also, for his sins, a long-suffering Tottenham Hotspur season ticket holder.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.