"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.

Corporate

We offer a wide range of corporate services to business owners and directors.

Whatever your financial priorities are as a business owner, Samuels Financial has the resources, experience and customised financial planning processes to address your unique situation and goals.

We offer our commercial clients access to an integrated and comprehensive portfolio of financial planning services and ensure that financial plans continue to be relevant.

Whatever the size of your business, some of the areas that we can help you with include:

  • Income tax planning for your business and managing corporate taxes.
  • Retirement plans and employee benefits.
  • Business valuation
  • Business succession planning
  • Business protection
  • Business strategy

Please contact one of our advisers if you require further information or have a specific question.


Click here to contact us

Newsletter sign up