Sam Patterson Email
Head of Proposition @ Equilibrium Financial Planning
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Sam Patterson Location
- Manchester, England, GB
Sam Patterson Work
- Head of Proposition @ (November 2024 - Present)
- Company Director @ Patterson & Partners Ltd (June 2022 - Present)
- Director and Head of Mentoring @ (January 2022 - Present)
- Team Leader @ (January 2019 - June 2022)
- Client Manager @ (August 2017 - January 2019)
- Paraplanner @ Moore Stephens Financial Services (September 2015 - September 2016)
- Consultant @ (August 2013 - September 2015)
Sam Patterson Education
- Chartered Insurance Institute
APFS
2020 - Newcastle University 2015
- AKS Lytham 2012
- Lytham St Annes High School 2009
Sam Patterson Skills
- Estate Planning
- Financial Services
- Key Client Relationships
- Management
- Strategic Planning
- Strategy
- Team Leadership
- Team Management
Sam Patterson Summary
- Sam Patterson, based in Manchester, England, GB, is currently a Head of Proposition at Equilibrium Financial Planning. Sam Patterson brings experience from previous roles at Patterson & Partners Ltd, The Paraplanner Club and Equilibrium Financial Planning. Sam Patterson holds a APFS @ Chartered Insurance Institute. With a robust skill set that includes Estate Planning, Financial Services, Key Client Relationships, Management, Strategic Planning and more. Sam Patterson has 2 emails on RocketReach.
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