Building long-term relationships, one financial plan at a time.
Samuels Financial LLP is a Manchester-based firm of Chartered Financial Planners dedicated to providing insightful and personalized financial guidance to individuals and businesses. We believe in fostering long-term relationships built on trust, integrity, and excellence.
Our Approach
Our philosophy revolves around understanding your unique financial goals and aspirations. We take the time to listen, assess your situation, and work collaboratively with you to develop a tailored plan that aligns with your individual needs and circumstances. We believe in a holistic approach, encompassing all aspects of your financial life, including:
1. Investment Planning
- Comprehensive portfolio analysis and recommendation
- Tailored investment strategies aligned with your risk tolerance and financial goals
- Regular review and rebalancing to ensure optimal performance
2. Retirement Planning
- Comprehensive pension reviews and contributions
- Guidance on maximizing your state pension and private contributions
- Strategies for efficient tax planning within your retirement accounts
3. Estate and Tax Planning
- Review and optimization of your will and power of attorney
- Succession planning and inheritance tax mitigation strategies
- Life insurance review and recommendations
4. Mortgage and Protection Planning
- Mortgage affordability assessment and refinancing options
- Risk assessment and tailored recommendations for appropriate insurance coverage
5. Financial Review and Guidance
- Regular review of your financial situation and goals
- Ongoing support and guidance on achieving your financial aspirations
- Strategies for optimizing your financial wellbeing in the face of life changes
Building a Strong Relationship
We understand that financial planning is a journey, not a destination. That's why we prioritize open communication and transparency throughout our relationship. We provide regular updates, explain complex financial concepts in clear, accessible terms, and actively listen to your questions and concerns.
Our Partnership
Samuels Financial LLP is a Partner Practice of St. James's Place Wealth Management plc, a highly respected and experienced wealth management provider. This partnership allows us to access exclusive research, innovative solutions, and the expertise of seasoned financial experts.
Positive Feedback
The reviewers have had extremely positive experiences with Samuels Financial. They praise the company's professionalism, quick response times, and regular meetings, which enable them to stay in control of their finances and watch their investments grow.
Reviews
The reviewers, Liz Couchman and James Mulvany, have both given Samuels Financial 5-star ratings. They commend the company's service, professionalism, and financial advice. Liz notes that the advice has been "very good" and that she has been "very impressed" with the company. James praises the advice he has received, describing it as "sound, professional", and notes that his portfolio has performed well.
Common Themes
Several common themes emerge from the reviews. Firstly, the reviewers praise the company's professionalism, with Liz noting that the company is always "very quick to respond to requests". Secondly, they highlight the importance of regular meetings, which enables them to stay in control of their finances and investments. Finally, they commend the company's ability to set them up with various investment options and pension schemes.
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