Sam Fordred
DipFA, CertLTCP
Sam began his career in financial services in 2008 with Halifax before moving to Santander, where he qualified as a Financial Adviser and achieved his Level 4 Diploma in Regulated Financial Planning. Since joining St. James's Place in 2017, he has specialised in goal-based financial planning, helping individuals, families and business owners achieve their financial objectives through personalised, long-term advice. Sam also holds the Certificate in Long Term Care and Later Life Planning and is currently working towards the Level 6 Advanced Diploma in Financial Planning, with the aim of becoming a Chartered Financial Planner.
Addresses
The Partner Practice is an Appointed Representative of and 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.
