Partner & Chartered Financial Planner at Nelsons Solicitors Limited

Sam Cawley

Partner & Chartered Financial Planner

Sam joined Nelsons’ Investment Management team in November 2020 and is a Partner & Chartered Financial Planner. His areas of expertise include investment advice for individuals, cash flow planning, and pension and retirement planning. Areas of Expertise - Cash flow planning - Pensions and retirement planning - Investment advice for individuals - Inheritance Tax planning Professional Information - Chartered Insurance Institute – Advanced Diploma in Financial Planning (APFS) - Member of Chartered Insurance Institute - Member of the Personal Finance Society

Pennine House, 8 Stanford Street, Nottingham, NG1 7BQ

Licensed for 2 years

Practice Areas

Money & Tax

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About Sam Cawley

Sam joined Nelsons’ Investment Management team in November 2020 and is a Partner & Chartered Financial Planner. His areas of expertise include investment advice for individuals, cash flow planning, and pension and retirement planning. Areas of Expertise - Cash flow planning - Pensions and retirement planning - Investment advice for individuals - Inheritance Tax planning Professional Information - Chartered Insurance Institute – Advanced Diploma in Financial Planning (APFS) - Member of Chartered Insurance Institute - Member of the Personal Finance Society

Languages Spoken: English

Contact Sam Cawley

Address

Nelsons Solicitors Limited

Pennine House

8 Stanford Street

Nottingham

NG1 7BQ



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WORK EXPERIENCE

Title

Name

Duration

Partner & Chartered Financial Planner

Nelsons Solicitors Limited

?-present