Samantha Challis

Experience

• 

  Barclays Bank

  Mar 2004 - May 2011

  Financial Planning Manager

  Retail Financial Planning Manager (Bank Assurance)

• 

  St James's Place

  Jul 2011 - Feb 2012

  Financial Advisor

  Wealth Management

• 

  Banco Santander

  Feb 2012 - Dec 2012

  Client Relationship Manager

  Diploma qualified Financial Advisor helps require and maintain Client Relastionships whilst giving the highest level of financial advise and customer care.

• 

  Ashdown Wealth Management

  Dec 2012 - Jun 2013

  Financial Advsier

  As a level 4 qualified Financial Adviser for Ashdown Wealth Managment partner practice of St.James's Place , I provide a wide range of wealth management services. My relationship based advice approach means I am committed to helping clients manage all aspects of their financial needs ranging from Investments, Pensions, Annuities Inheritance tax Planning and Protection whilst ensuring the client is at the heart of my thought process.

• 

  Barclays UK

  Jun 2013 - Sept 2016

  Managing a portfolio of Premier clients to ensure their financial needs and objectives are fully met whilst delivering the highest level of customer care and embedding strong relationships. Qualified diploma level 4 Financial Advisor

  • Premier Relationship Manager

    May 2014 - Sept 2016

  • Personal Banker

    Jun 2013 - May 2014
• 

  LONDON FINANCIAL CONSULTANTS LTD.

  Sept 2016 - May 2020

  • Managing Partner

    Feb 2018 - May 2020

  • Independent Financial Advisor

    Sept 2016 - Feb 2018
• 

  Www.anotherviewfs.co.uk

  May 2020 - now

  Independent Financial Adviser - Owner

  Independent Financial Adviser