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Sam Harley

Helping Millennials Working In Law and Professional Services Build Wealth

7000 followers

United Kingdom

Connect with Sam Harley to Send Message

Connect with Sam Harley to Send Message

Timeline
About me
Make Smarter Wealth Decisions Daily | Financial Planner | Mortgage Broker
Education
- Nottingham Trent University
  2011 - 2015
  Bachelor's Degree Economics BA Honours Graduated with 2:1 Honours
Experience
- Pyrmont Wealth
  Oct 2019 - now
  Helping Millennials Working In Law and Professional Services Build Wealth
  - Financial advice that puts your life and ambitions at the center of the conversation before investment products https://www.pyrmontwm.com/pyrmont-lifeplan/ - Helping Legal & Finance Professionals Invest Conveniently, So They Don't Need Pre Approval From Their Employer, Via A Discretionary Asset Management Agreement.
- Cedar Crest Group Ltd
  Nov 2020 - now
  Helping Expats And Non UK Citizens Finance Their UK Property
  - Helping British Expats Purchase New UK Property and Refinance To Optimise Their Existing Portfolio- Helping Hong Kong BNO Visa Holders Finance Their Prime UK Property Purchase For Investment and Relocation / Emigration to the UK- Mortgage Advice For UK Propertyhttps://www.cedar-crest.co.uk/
Licenses & Certifications
- SFC Licensed Representative - BPW536
  Securities and Futures Commission
  Nov 2020
- Chartered MCSI
  The Chartered Institute for Securities & Investment (The CISI)
  Dec 2023
- Hong Kong Insurance Authority - Technical Representative - JA8160
  Insurance Authority
  Jan 2020
- Diploma of Finance and Mortgage Broking Management FNS50322
  Monarch Institute
  View certificate
- The Henley Family Office Program
  Henley Business School
  Dec 2023
  View certificate
Volunteer Experience
- Future Leaders Committee Chair
  Issued by The British Chamber of Commerce in Hong Kong on Nov 2019
  Associated with Sam Harley