Sam Cole Email
Head of Platform Business Development @ 7IM
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Sam Cole Location
- Lightwater, GB
Sam Cole Work
- Head of Platform Business Development @ (January 2025 - Present)
- Senior Platform Relationship Manager @ (January 2020 - January 2025)
- Platform Relationship Manager @ (January 2014 - January 2020)
- Platform Service Team Manager @ (March 2013 - January 2014)
- Platform Service Manager @ (March 2012 - March 2013)
- Business Development Manager @ Axa Wealth (May 2010 - February 2012)
- Business Development Manager @ (January 2001 - May 2010)
- Head of Adviser Support @ (February 2004 - May 2007)
- Independent Financial Adviser @ West London Brokers (September 1997 - January 2001)
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, Seven Investment Management LLP, Seven Investment Management and Seven Investment Management LLP (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
Dean Proctor
Chief Executive Officer
United Kingdom
Liz Paradine
Chief Operations Officer
London, GB
Karen Ottley
Head of Operational Risk
London, GB
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Chief People Officer
United Kingdom
Ben Kumar
Head of Strategy – Wealth, Public Policy and Investment.
London, England, United Kingdom
Abby Mcsi
Head of Platform Product
Buckhurst Hill, GB
Duncan Blyth
Head of Private Client Portfolio Management
Edinburgh, GB
Duncan Walker
Chief Financial Officer
Cobham, GB
Martyn Surguy
Chief Investment Officer
London, GB
Nick Allen
Chief Integration Officer
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Rehana Yasin
Head of People - Private Wealth
London, GB
Uwe Ketelsen
Head of Portfolio Management
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Rehana Hasan
Group General Counsel
United Kingdom
James Lowe
Partner
London, England, GB
Adrian Grace
Chairperson of the Board
Edinburgh, GB
Harriet Massie
Chief Transformation Officer
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