SW

Samantha W.

Operational Head Of Paraplanning & Administrative Services at Westminster Wealth Management

Samantha W. is an experienced financial professional currently serving as the Operational Head of Paraplanning & Administrative Services at Westminster Wealth Management since October 2018. In this role, Samantha W. leads a team of paraplanners, client account managers, and IFA & mortgage administrators. Prior to this position, Samantha W. held the title of Process Development Manager at Moore Stephens UK from January 2013 to July 2018, and worked as a Chartered Financial Planner at PSFM Ltd from September 2007 to January 2013, as well as serving as a Senior Paraplanner. Samantha W. is also a member of the Heathcote School & Science College Official Alumni Network established in 2021.

Location

London, United Kingdom

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Westminster Wealth Management

Westminster Wealth Management LLP is a chartered, independent financial advisory group, providing expert financial advice to a wide range of clients. We oversee £1.5 billion of assets. Our clients stay with us because our team-based approach delivers a unique blend of specialist skills linking financial planning, tax efficient structuring and management of the underlying assets. Whether you are a private individual, a company, a trust, or a charity, we have the technical know-how and relationship experience to assist you with all of your wealth matters. There is no charge for initial consultations so contact us and find out how you can benefit from Westminster Wealth Management’s expertise. © 2021 Westminster Wealth Management LLP Westminster Wealth Management LLP is authorised and regulated by the Financial Conduct Authority (490519). The information contained in this Linkedin Company Page is subject to UK financial regulation and as such is meant for consumers in the UK.


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51-200

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