"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.

Banking

The St. James's Place Bank is not like a normal high street bank. You can manage your account 24 hours a day online, speak to one of the friendly client services team, or alternatively talk to us at Samuels Financial.

The emphasis is on building and maintaining a long-term client relationship as financial needs evolve; an alliance that is bound by common objectives.

In addition to the personal banking services available from St. James's Place Bank, we can also facilitate the following:

Commercial Lending
We can effect introductions on all aspects of commercial lending, whether it is a straightforward property purchase, a property investment for your SSAS / SIPP or financing for major building projects.

Private Client Banking Services
We recognise that your day-to-day banking arrangements can play a crucial role in helping you meet your goals, whether sourcing the right residential or commercial mortgage* or tracking down the right deposit rate.

St. James's Place Bank is a division of Bank of Scotland PLC. It offers clients attractive savings facilities, both online and over the telephone. For more information, visit http://sjpbank.co.uk or let us know how we can help.

* This service is not regulated by the Financial Services Authority.
Your home may be repossessed if you do not keep up repayments on your mortgage.


Click here to contact us

Latest news

Greek talks stall
• Eurozone debate continues, but markets move forward

Read the full article
View all our news stories

Subscribe to our RSS feed

Newsletter sign up