About Stephen Samuels

Stephen Samuels

Stephen is a Partner of Samuels Financial and started the business over 30 years ago, joining St. James's Place in 2007.

About

Stephen is a fully qualified chartered accountant (no longer practicing) and a chartered financial adviser and has been successfully helping business owners and individuals with all their financial needs throughout his career.

Having experienced the issues that business owners and individuals face when starting and running a business, Stephen is ideally placed to develop proven financial strategies for a wide range of situations and clients.

Stephen started his career at Price Waterhouse Coopers as a graduate trainee; he subsequently worked in another accountancy firm before qualifying and starting his own business. Stephen’s experience in business and the financial services industry is of great benefit to his clients, many of whom come to him through existing client referrals.

Testimonials

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I have been truly benefited from the advice received from Stephen over the years. He has provided reliable information throughout and I would have no hesitation in recommending him and his team.
G Benson |Director, Liverpool
Past performance is not indicative of future performance.

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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.

Samuels Financial LLP is a Limited Liability Partnership registered in England and Wales, Number OC386810 Registered Office: 205 Bury Old Road, Prestwich, Manchester, M25 1JF.