Sam Whatsize

Areas of expertise

Financial planning, Inheritance Tax Planning, Pensions, Investments, Life Insurance, Cash Flow Forecasting.

Experience

I have worked in the financial services industry for the past 10 years working for Santander, Brown Shipley Private Bank and Evelyn Partners.

Notable client work and achievements

Helping clients with a large inheritance reduce their potential tax bill and investing in IHT mitigating investments.

Supporting business owners following the sale of their business and creating a bespoke plan to help them achieve their goals in a tax efficient manner.

Professional qualifications and memberships

BSc (Hons) Psychology, DipPFS