Senior Partner Practice of St. James's Place Wealth Management
Samantha has joined due to retirement within her family’s St. James’s Place Partner Practice and brings over 6 years’ experience of Paraplanning to Blackwater Wealth Management. During her time paraplanning and gaining the knowledge on how to process investments, Samantha also trained as a financial adviser through the Next Generation Academy and worked as an adviser within her family's Practice.
Samantha is looking forward to being a full-time financial adviser, growing her client base and providing financial advice that will enable her clients to achieve their future goals and ambitions.
Samantha, known as Sami, married Peter in 2017 and together they enjoy eating out with friends and family. Sami is active, a regular at her local gym and she also loves to travel, with Italy, Yosemite and South Africa being some of her favourite destinations.
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.
Blackwater Wealth Management Ltd is registered in England and Wales, Number 8293846. Registered Office: 64 Maldon Road, Danbury, Chelmsford, Essex, CM3 4QL, England.