Sam Petts Email
Chartered Financial Planner and Investment Committee Chairman @ Clarion Wealth Planning Limited
Sam Petts's Location
Alderley Edge, GB
Sam Petts's Work
- Chartered Financial Planner and Investment Committee Chairman @ Clarion Wealth Planning Limited
- Partner, Head of Office @ Killik & Co
- Branch Manager @ Killik & Co
- Private Client Broker, Head of New Clients @ Killik & Co
- Paraplanner and Adviser @ Caroline Banks & Associates IFA
Sam Petts's Education
- Sheffield Hallam University
Bachelor’s Degree (Finance, General)
1999 - 2003 - Chartered Institute for Securities and Investment
Sam Petts's Skills
- Team Management
- Management
- Customer Service
- Investment Strategies
- Wealth Preservation
- Mutual Funds
- Hedge Funds
- Accounting
- Currency
- Unit Trusts
Sam Petts's Summary
Sam Petts, based in Alderley Edge, GB, is currently a Chartered Financial Planner and Investment Committee Chairman at Clarion Wealth Planning Limited, bringing experience from previous roles at Killik & Co and Caroline Banks & Associates IFA. Sam Petts holds a 1999 - 2003 Bachelor’s Degree in Finance, General @ Sheffield Hallam University. With a robust skill set that includes Team Management, Management, Customer Service, Investment Strategies, Wealth Preservation and more, Sam Petts contributes valuable insights to the industry. Sam Petts has 1 email on RocketReach.
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Top Clarion Wealth Planning Limited Employees
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Robin Townsend
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Adam App
Head of Paraplanning at Clarion Wealth Planning Limited
Manchester, Manchester, United Kingdom1
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