Sam Richards
Personal Wealth Advisor at Schroders Personal Wealth
Based in United Kingdom
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Seniority
Manager
Department
Finance & Accounting
Location
United Kingdom
Industry
Financial Services
Company size
747
Contact information
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s•••••••@spw.com
Phone
5 credits+44 ••• •••• ••••
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Background
About Sam Richards
Worked within the financial industry for 11 years, gaining an understanding of the sector through various roles. My last role, Private Banking Manager in Lloyds Mayfair Private Clients, enabled me to build and sustain trust with the clients I managed. I have also achieved a Diploma in Regulated Financial Planning (CII DipPFS). I am now a Personal Wealth Adviser at Schroders Personal Wealth. I really enjoy client relationships and helping people with their simple/complex financial needs by understanding what their goals and aspirations are. Common areas where I help individuals are- structuring their current assets to work for them in retirement- calculating the amount of income required to live the retirement they have always dreamed of- Use cash flow modelling with all clients to identify future shortfalls and put long term plans in place to alleviate them - protecting their family in the event of illness or death- achieving long term gains in excess of what a bank can offer to boost their future
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