Other Partners and services
At Samuels Financial we believe in working closely with other specialists in order to maximise the value our clients receive.
Like us, all members of the St. James’s Place Partnership are expert advisers in their own right, though some have exceptional knowledge in specific and often highly technical areas. When we are reviewing a client’s circumstances and identify that they require expert input on a particular issue, we will consult and, if necessary, introduce you to a specialist colleague from within the Partnership, just as we are consulted on particular areas where we excel.
We often work alongside clients’ other professional advisers such as solicitors and accountants, providing a complementary service and a fresh perspective to ensure that all aspects of their financial affairs are considered.
