Samantha Whall

Position: Operational Head of Technical & Administrative Services

Qualifications: Fellow of PFS (FPFS), Chartered Financial Planner

Samantha is our Operational Head of our Central Paraplanning, Client Account Management and Administrative Services. With over 25 years of experience in Financial Services and Wealth Management, Samantha is a Fellow of the Personal Finance Society (FPFS) as well as being a Chartered Financial Planner. 

Outside of work Samantha lives in West London with her husband and two sons. When time allows for it she enjoys running along the beautiful River Thames, is actively involved with the school her children attend and likes to visit the Greek Islands.