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
- Money & Tax 100%
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Overall experience
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
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WORK EXPERIENCE
Title
Name
Duration
Partner & Chartered Financial Planner
Nelsons Solicitors Limited
?-present