Business Details
Your Trusted Financial Planning Partner in Manchester
At Samuels Financial, we are dedicated to providing tailored financial planning solutions to individuals and businesses across Manchester and the surrounding regions. Our team of Chartered Financial Planners combines technical expertise with a client-centric approach, focusing on building long-term relationships grounded in integrity and excellence. With a commitment to understanding each client's unique circumstances, we offer comprehensive advice on investment management, retirement planning, protection strategies, and intergenerational wealth management. Our partnership with St. James's Place Wealth Management enables access to a wide range of investment products while maintaining our independent advisory status. We prioritise transparency in all communications, ensuring clients receive balanced recommendations aligned with their risk profiles and financial objectives.Our administrative support infrastructure ensures seamless execution of investment strategies, allowing clients to focus on their long-term goals. Through continuous monitoring and regular reviews, we help clients navigate changing market conditions and life events. Our proven track record of delivering consistent investment performance has earned us strong client retention and referrals. We remain committed to upholding the highest professional standards, as evidenced by our Chartered status and regulatory compliance. By combining technical proficiency with personalised service, we aim to be the trusted financial partner for our clients' lifetime financial journeys.
Services
Investment Management
Retirement Planning
Protection Strategies
Wealth Management
Intergenerational Planning
Corporate Financial Advice
Mortgage Solutions
Tax Efficiency Planning
Highlights and features
- We hold Chartered Financial Planner status, the highest professional accreditation in our field
- Our client-centric approach prioritises your financial goals and risk profile
- We offer comprehensive wealth management solutions covering all life stages
- Our partnership with St. James's Place provides access to award-winning investment products
- We maintain transparent communication with no hidden fees or commission structures
Associations and certifications
- Chartered Financial Planner
What people say
Genuine approach
Well-informed advice
Highest quality service
Exceptional investment performance
No high-pressure sales
Services
Investment Management
Our investment management service creates tailored portfolios aligned with your financial goals and risk profile. We combine market analysis with strategic asset allocation to optimise returns while managing risk. Regular portfolio reviews ensure ongoing alignment with your evolving circumstances and market conditions.
Retirement Planning
We develop comprehensive retirement plans considering your current assets, desired lifestyle, and tax implications. Our strategies maximise pension benefits while ensuring sustainable income throughout retirement. We specialise in navigating complex pension regulations and tax-efficient withdrawals.
Protection Planning
Our protection services safeguard your financial security through tailored insurance solutions. We assess life, health, and income protection needs to create comprehensive risk management strategies. Our approach balances coverage requirements with affordability across different life stages.
Wealth Management
We provide holistic wealth management covering all aspects of financial planning. Our services integrate investment strategies, tax planning, and estate management to preserve and grow wealth. We specialise in coordinating complex financial arrangements for high-net-worth individuals.
Intergenerational Planning
Our intergenerational wealth management helps transfer assets efficiently between generations. We combine tax planning, trust structures, and gifting strategies to preserve family wealth. Our approach considers both financial and emotional aspects of wealth transfer.
People
Stephen Samuels
Founder
Stephen established Samuels Financial with a vision to provide ethical financial advice. With over 25 years' experience in wealth management, he specialises in creating long-term financial strategies. His expertise in navigating complex financial markets has benefited numerous clients across the North West.
Alex
Financial Planner
Alex provides personalised financial advice with a focus on client education. With 10 years' experience in financial planning, he helps clients understand complex investment concepts through clear communication. His approach prioritises long-term financial security over short-term gains.
Questions
What qualifications do your financial planners hold?
Our team holds Chartered Financial Planner status, requiring rigorous professional examinations and ongoing continuing professional development.
How do you determine appropriate investment strategies?
We conduct comprehensive fact-finding to understand your financial goals, risk tolerance, and personal circumstances before recommending tailored solutions.
What investment products do you offer?
Through our partnership with St. James's Place, we access a wide range of investment funds while maintaining independent advisory status.
How are your fees structured?
We provide transparent fee disclosures during initial consultations, with charges based on the complexity of your financial planning requirements.
Do you provide ongoing portfolio management?
Yes, we offer regular portfolio reviews and adjustments to ensure continued alignment with your evolving financial objectives.
What areas do you cover beyond investment advice?
We provide comprehensive wealth management covering retirement planning, protection strategies, tax efficiency, and intergenerational wealth transfer.
Reviews (2)
Liz Couchman
Aug 19, 2015
Report
I have been very impressed with both the service and professionalism of Samuels Financial. Always very quick to respond to requests and regular meetings enables me to stay in control of my investments and finances- and watch them grow! The advice has been very good and I would highly recommend them to others.
James Mulvany
Sep 14, 2014
Report
Alex Samuels has been my St James' Place advisor for several years and I've received plenty of sound, professional financial advice from him and his team. They have set me up with several investment options and a pension through SJP. My portfolio has performed well and I feel rest assured that it will continue to do so. Samuels have assisted me in setting various short and long term financial goals, they have also referred me to various other related services to assist me with specialist requirements. I would recommend them to professional people who want to maximise returns on their capital and
