Management profiles

Stephen Samuels

Stephen Samuels is the principal Partner of Samuels Financial and started the business over 30 years ago. Stephen is a fully qualified chartered accountant and 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.

Alex Samuels

Alex Samuels is the senior adviser within Samuels Financial; he is a fully qualified financial adviser who specialises in working with business owners, and key personnel within businesses.

Alex started his career working in business development roles with several start-up companies. His role included working alongside the business’ directors to develop and implement strategies for moving the businesses forward. Alex started his own consultancy practice before moving into financial services and joining Samuels Financial.

Alex now advises business owners on a wide range of financial products to make sure their individual needs are met. By working closely with his clients, Alex can ensure that their business and personal needs are covered and this allows them to focus on the areas in which they specialise and grow from strength to strength.