0330 038 8941
Based in Gloucester
View locationChecks carried out by VouchedFor
FCA Regulated
Samuel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 31 December 2025
Samuel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
3
Recent Client Reviews
Samuel has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Samuel has received 3 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 01 October 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
5
Qualifications Uploaded
Samuel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Samuel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Samuel has not yet added their fees to their profile
Fees not yet added
Samuel has not yet added their fees to their profile
25
Positive First Impressions
96% of VouchedFor users have had a positive (4 or 5 star) first experience with Samuel (based on 25 first impressions)
96% of users who are not yet clients had a positive first experience with Samuel
96% of VouchedFor users have had a positive (4 or 5 star) first experience with Samuel (based on 25 first impressions)
We provide a personal and professional service, advising our clients on how to achieve their financial goals and objectives, whether you're an individual, family or corporate client, we will provide bespoke advice to suit your requirements. Our company has been running for over 35 years, in West Sussex and has recently moved to the Cheltenham area, We pride ourselves in providing the best advice for our clients and building long term client relationships. In my leisure time, I enjoy going for walks and exploring our new life in Gloucestershire, with my family and dog. I also enjoy playing a variety of different sports.