Sam Tindale
Chartered Financial Planner, APFS
Having spent the vast majority of his career working in financial services, Sam was appointed Managing Director of Tower House Wealth Management in 2020. Sam is responsible for the day to day running of the business as well as working with his own portfolio of clients.
About
Sam provides holistic financial planning advice to a wide range of sectors, specialising in the private client and SME marketplace. He is often involved in advice for owner managed SME businesses throughout the life cycle of the company – initially starting with all elements of personal and businesses protection, progressing to advice in relation to the reinvestment or extraction of profits and ultimately advice regarding the successful exit* and subsequent income planning strategy for business sales.
The main areas that Sam covers are Protection, Investment, Retirement and Inheritance tax planning. He prides himself on having a professional and personal approach to working with clients and their families. Clients often comment on his ability to explain things in a simple manner, avoiding the complex language used in financial services.
Sam holds the highly regarded AF3 qualification which enables him to provide advice to clients in relation to defined benefit pensions, an area that requires incredibly rigorous advice. He enjoys helping clients understand the legislation and make informed decisions about their retirement planning.
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.
*Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
