"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.

Employee financial advice

Samuels Financial can advise your senior management teams – and wider workforce – about their personal financial matters.

We can provide expert advice to help your people with the most appropriate financial product to suit their own personal circumstances. We can offer advice on pensions and life assurance for groups and individuals, on mortgages for all of your staff and on specialist matters such as property search, investment portfolios and private banking. We work closely with HR departments to provide an employee benefits service that complements the work of the HR management team.

Samuels Financial has tailored many personal and company-wide programmes and if you are interested in one of our corporate advisors coming to your premises we can provide a financial management surgery for your employees.


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