Sam Cole Email

Head of Platform Business Development @ 7IM

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Sam Cole Location

Lightwater, GB

Sam Cole Work

2025 - now Head of Platform Business Development @ 7IM
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2020 - 2025 Senior Platform Relationship Manager @ 7IM
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2014 - 2020 Platform Relationship Manager @ 7IM
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2013 - 2014 Platform Service Team Manager @ 7IM
2012 - 2013 Platform Service Manager @ 7IM
2010 - 2012 Business Development Manager @ AXA Wealth
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2001 - 2010 Business Development Manager @ Transact
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2004 - 2007 Head of Adviser Support @ Transact
1997 - 2001 Independent Financial Adviser @ West London Brokers

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Sam Cole Education

Chartered Insurance Institute
Diploma in Financial Planning (Financial Planning and Services)
2011 - 2011
University of Exeter
BA (Economics)
1994 - 1997
Reigate Grammar School
1986 - 1994

Sam Cole Skills

Pensions
Investments
Asset Management

Financial Planning
Platforms
Portfolio Management
Financial Advisory
Strategic Financial Planning
Investment Strategies
Management

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Sam Cole Summary

Sam Cole, based in Lightwater, GB, is currently a Head of Platform Business Development at 7IM. Sam Cole brings experience from previous roles at 7IM. Sam Cole holds a 2011 - 2011 Diploma in Financial Planning in Financial Planning and Services @ Chartered Insurance Institute. With a robust skill set that includes Pensions, Investments, Asset Management, Financial Planning, Platforms and more. Sam Cole has 2 emails on RocketReach.

Sam Cole Emails

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