Samuels Financial LLP

Chartered Financial Planners in Greater Manchester & Cheshire

Samuels Financial LLP pride ourselves on providing high quality professional financial advice. We work closely with our clients and meet on a regular basis to establish a financial strategy which will ensure you achieve your short, medium and long-term financial goals and objectives. Our aim is to develop long lasting relationships with you, your family and your businesses and we provide advice in the following areas: -
 

  • Retirement Planning;
  • Investment Planning;
  • Inheritance Tax & Estate Planning;
  • Personal Protection Planning (Life, Critical Illness, Income Protection);
  • Corporate Planning (Corporate Pensions, Business Protection, Employee Benefits).

 
Supporting our advice, Samuels Financial LLP is a Senior Partner Practice of the highly regarded St. James's Place Wealth Management. A FTSE 100 company, the company's success has grown through its ethos of offering quality, face to face wealth management advice and commitment to building trusted and enduring relationships with its clients.
 
The St. James's Place proposition is further enhanced by its distinctive approach to investment management.

 

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.

Contact Details

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Phone

0161 773 5777

07772 201786

 

Address

Samuels Financial LLP
205 Bury Old Road
Prestwich
Manchester
M25 1JF

List of Products

Investments

  • ISAs
  • Unit Trusts
  • Investment Bonds
  • Investing for Income
  • Offshore Investments
  • Discretionary Fund Management
  • Tax Advantaged Investments

Pensions

  • Personal Pensions
  • Drawdown*
  • Occupational Pension
  • SIPP
  • SSAS

Personal Insurance

  • Life & Term cover
  • Critical Illness
  • Family Income Benefit
  • Income Protection
  • Relevant Life cover
  • Whole of Life

Business Insurance

  • Shareholder Protection
  • Key Person
  • Group Life
  • Group Income Protection

Wealth Preservation

  • Inheritance Tax Planning
  • Trust & Estate Planning
  • Entrepreneurs’ Relief
  • Business Relief

 

Trusts are not regulated by the Financial Conduct Authority.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

 

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief is generally dependant on individual cirmcumstances.

 

* Inflation will reduce what you can buy in the future with the proceeds of your investment. The aim of the investment is to provide an income for your retirement. The level of income available in retirement will depend on the level of contributions, the performance of your investment, how much is deducted for charges, the taxes that must be paid and what rate is used for converting your fund into an income. The tax rules could also change unexpectedly and this may reduce how much you get back from your investment.

The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

 

Samuels Financial LLP is a Limited Liability Partnership registered in England and Wales, Number OC386810. Registered Office: 205 Bury Old Road, Prestwich, Manchester, M25 1JF. View the Members of Samuels Financial LLP.

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We provide Financial Advice in...

Financial Adviser in Greater Manchester include; Ashton-under-Lyne, Manchester, Stockport, Stretford

 

Financial Adviser in Cheshire; Alderley Edge, Altrincham, Cheadle, Chester, Congleton, Crewe, Ellesmere Port, Holmes Chapel, Hyde, Knutsford, Macclesfield, Malpas, Middlewich, Nantwich, Northwich, Runcorn, Sandbach, Stockport, Tarporley, Warrington, Wilmslow

 

Financial Adviser in Derbyshire; Alfreton, Ashbourne, Buxton, Chesterfield, Derby, Glossop, Hathersage, Heanor, Ilkeston, Matlock, New Mills, Ripley

 

Financial Adviser in West Yorkshire; Bingley, Bradford, Brighouse, Dewsbury, Guiseley, Halifax, Huddersfield, Ilkley, Keighley, Leeds, Mirfield, Ossett, Otley, Pontefract, Shipley, Wakefield, Wetherby

 

Financial Adviser in Lancashire; Accrington, Blackburn, Blackpool, Bolton, Burnley, Bury, Carnforth, Chorley, Clitheroe, Coppull, Fleetwood, Garstang, Heywood, Hornby, Lancaster, Leigh, Leyland, Littleborough, Lytham StAnnes, Morecambe, Nelson, Oldham, Ormskirk, Poulton-le-Fylde, Preston, Rochdale, Rossendale, Salford, Skelmersdale, Wigan

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