"We have been utilising Samuels Financial's services for 12 years in managing the company's financial matters including rectification of a poorly setup employee pension scheme which is now managed well with regular meetings." Anthony Poole, MD Pure Synergy Group Limited, Manchester

"We have worked with Samuels Financial since our fledgling business years. Always ready to challenge the conventional and provide a refreshing business perspective on diverse matters, Samuels Financial remain a trusted business partner." Nick Wright, Creative Director, Studio North

Samuels Financial – Advisors who believe our service is about building relationships and helping you with all your personal or corporate financial needs.

We take the worry out of your life, with a life assurance service which is personal and tailored for you.

"Samuels Financial helped me to put my pensions, investments and life insurance into order. Now I know where I am going with my financial future and retirement planning and I feel more confident with Samuels Financial by my side." Ashok Shah, Manchester

"Samuels Financial have acted as our financial advisers for more than 10 years. They combine a first rate knowledge with a friendly and personal touch. We would have no hesitation in recommending their services." Lyn & Malcolm Waite, Liverpool

Samuels Financial – Giving you solid advice and help about your pension plan, as well as helping you choose the pension which suits your needs.

Choosing the right savings plan for you can be a life changing decision, let Samuels Financial help you find a savings plan that’s right for you.

Personal

Click to find out more about the services we offer to families and individuals.

Corporate

Click to find out more about the we offer to business owners and directors.

Case studies

Group Pensions - Giving your employees a better deal
Our client is a director of a medium sized limited company. Through the company our client offers their employees membership of a pension scheme and is happy to match employees' pension contributions..
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Cash - Counting the cost of low interest rates
Our client had a significant sum on deposit with a building society. When we looked into this we found that our client was getting 0.08% interest after tax.
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Annuity - Don't just accept the first offer
Our client was going to take the annuity provided by the insurance company they had built up their pension with. When we met with the client we advised the client that they did not have to take this and could look for a better annuity deal with another in..
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Life Insurance - Going the Extra Mile
Our client with health issues was looking for some additional life insurance; because of the health issues it was not clear whether or not our client would be eligible for life insurance. We applied to 7 different insurance companies at the same time..
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Critical Illness Cover - It Pays to Ask
During a meeting with a new client our client mentioned that they had been diagnosed with cancer 18 months earlier...
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