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Please feel free to get in touch

Our Wealth Planners

Samuel Richards

Wealth Planner

Qualifications:

DipPFS

Biog:

I joined the Buckles Investment Services award winning graduate training scheme in 2006 after working for Scottish & Southern Energy for a number of years. With over 9 years of experience in the industry, I gained my Diploma in Financial Planning in 2010 and I am currently working towards becoming a Chartered Financial Planner.

I work with clients primarily throughout Merseyside and the North West and look after a small number of clients in Scotland, London and the Midlands.

Having recently relocated to Crosby, I am looking forward to becoming involved in the local community, with memberships at the local Tennis and Sailing clubs as well as with local business networks. I have also supported and volunteered for The Haemophilia Society UK, a charity supporting people suffering from bleeding disorders.

Contact:

getintouch@sanlam.co.uk

Testimonials:

We have used the services of an Independent Financial Advisor for many years. When we began to use Sanlam we found their approach very professional, attentive and thorough in comparison to our previous experience. We find the regular meetings beneficial in appraising our overall financial position at a given point in time and also very useful in terms of deciding on particular courses of action be this in respect of pensions, savings, mortgage, etc. Our current advisor, Sam Richards, was instrumental in facilitating a significant tax saving this year following a change in our circumstances...for this we will be eternally grateful!! We would have no hesitation in recommending Sam to our own friends and family

Peter F, Wirral.

Samuel Richards

Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.