Investment Director & Chartered Financia at Nelsons Solicitors Limited
Sam Cawley
Investment Director & Chartered Financia
Sam joined Nelsons’ Investment Management team as an Investment Director and Chartered Financial Planner in November 2020. 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 1 years
Practice Areas
Money & Tax
- Money & Tax 100%
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Overall experience
About Sam Cawley
Sam joined Nelsons’ Investment Management team as an Investment Director and Chartered Financial Planner in November 2020. 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
Investment Director & Chartered Financia
Nelsons Solicitors Limited
?-present
