"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.

General insurance

Samuels Financial work with an award-winning independent insurance solutions broker who offer a portfolio approach to general insurance, whereby our clients’ varied needs are carefully identified and the most suitable cover, at the most favourable premium, is obtained. In some instances you can get a single policy with one insurer, one renewal date and one point of contact for all of your general insurance needs.

As a specialist independent insurance broker, they successfully represent private clients, major corporate companies and charities.

Through listening, understanding and working in partnership with every client, they are able to provide innovative and highly individual insurance solutions. Whether you want personal and / or business cover, antiques insurance, Directors' and Officers' insurance or yacht insurance, their specialist insurance services can cover almost everything.

For insurance protection with integrity, professionalism and a friendly face, we can introduce you to a bespoke insurance provider with the personal touch.

Many clients need guidance in establishing the value of their belongings. This process ensures that all assets are protected and adequately insured. An experienced client manager will make a home visit and help complete a detailed inventory of the contents. They can advise on areas such as risk management and can arrange for introductions to a panel of valuation experts if required.

The client manager will then provide a detailed report containing a copy of the inventory and their recommendations with respect to cover and policy selection.


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