Profile

Cover photo
Sam Lever
Works at Sam Lever Independent Financial Adviser
Attended Royal Latin School Buckingham
Lives in Buckingham
136 followers|1,303 views
AboutPostsPhotosVideos

Stream

Sam Lever

Shared publicly  - 
 
Annuities Report - Stating the Obvious?
The FCA today reported that the Annuity
market is not serving customers well within the UK.   Apparently, they have also noticed that the
weather has been wet recently and that it gets dark at night! Annuities are the traditional vehicles with
which people ...
The FCA today reported that the Annuity market is not serving customers well within the UK.  Apparently, they have also noticed that the weather has been wet recently and that it gets dark at night! Annuities are the tradi...
2
Add a comment...

Sam Lever

Shared publicly  - 
 
Haven't we been here before?
1
Add a comment...

Sam Lever

Shared publicly  - 
1
Add a comment...

Sam Lever

Shared publicly  - 
 
The Great Greek Debate - Is the future any clearer now?
1
Add a comment...
Have him in circles
136 people
Alan Moran's profile photo
Kilian Schramm's profile photo

Sam Lever

Shared publicly  - 
 
Annuities Report - Stating the Obvious?
The FCA today reported that the Annuity
market is not serving customers well within the UK.   Apparently, they have also noticed that the
weather has been wet recently and that it gets dark at night! Annuities are the traditional vehicles with
which people ...
The FCA today reported that the Annuity market is not serving customers well within the UK.  Apparently, they have also noticed that the weather has been wet recently and that it gets dark at night! Annuities are the tradi...
1
Add a comment...

Sam Lever

Shared publicly  - 
 
25 years of Invesco Perpetual High Income - Wow!
1
Add a comment...

Sam Lever

Shared publicly  - 
 
Ian is a great guy to listen to and can inspire - thoroughly recommended.  I still feel that being washed overboard 500 miles from anywhere is more of a challenge than slow Broadband though :) Thanks Ian.
1
Add a comment...

Sam Lever

Shared publicly  - 
 
It's a good thing to know that they are doing such a good job......:)
1
Add a comment...
People
Have him in circles
136 people
Alan Moran's profile photo
Kilian Schramm's profile photo
Work
Occupation
Independent Financial Adviser
Employment
  • Sam Lever Independent Financial Adviser
    Independent Financial Adviser, 2005 - present
  • Friends Provident
    Sales Manager, 1993 - 2005
  • NM Schroder Financial Management Ltd
    Financial Consultant, 1991 - 1993
  • Self Employment
    General Building & Rennovations, 1985 - 1991
  • Coates Industrial Finishes
    Research Technician, 1984 - 1985
Places
Map of the places this user has livedMap of the places this user has livedMap of the places this user has lived
Currently
Buckingham
Previously
Lillingstone Lovell
Story
Introduction

Happily married over 20 years and with two wonderful children, life has been good to me and has provided a great base for my career. I have been in Financial Services for the past 22 years, the first 15 of which were with NM Schroder Financial Management and then Friends Provident until 2004. Having lived in the Buckingham area all my life, it was therefore an entirely logical step for me in late 2004 that I should base my practice as an Independent Financial Adviser in the Buckingham, Brackley, Stony Stratford ‘triangle’ that I call home. Most of my new clients tend to come from the local area, since they are most often introduced to me by existing satisfied customers, though I also look after people from most other parts of the country. I'm currently on the last leg of my studies toward Chartered Financial Planner status, which I hope to have wrapped up in the near future. As an Independent Financial Adviser in Buckingham I am always happy to meet with potential clients who would like to explore their plans and objectives in a no obligation environment.

Education
  • Royal Latin School Buckingham
    1978 - 1984
Basic Information
Gender
Male