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 @
- 2020 -2025 Senior Platform Relationship Manager @
- 2014 -2020 Platform Relationship Manager @
- 2013 -2014 Platform Service Team Manager @
- 2012 -2013 Platform Service Manager @
- 2010 -2012 Business Development Manager @ Axa Wealth
- 2001 -2010 Business Development Manager @
- 2004 -2007 Head of Adviser Support @
- 1997 -2001 Independent Financial Adviser @ West London Brokers
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
- Relationship Management
- Business Development
- New Business Development
- Investment Advisory
- Financial Services
- Retirement Planning
- Wealth Management
- Asset Managment
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 1 emails on RocketReach.
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Top 7IM Employees
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