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Sam Lever
Works at Sam Lever Independent Financial Adviser
Attended Royal Latin School Buckingham
Lives in Buckingham
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Sam Lever

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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...
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Sam Lever

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Haven't we been here before?
David Miliband is apparently about to pledge that Labour would re-introduce the 10p starting rate of income tax, first introduced and later abolished by Gordon Brown before he toddled off into obscuri...
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Sam Lever

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Food for thought?
The Bank of Japan last week doubled its inflation target (from 1% to 2% before you get too excited) in the hope that this might finally lift their economy from the deflationary spiral that has gripped...
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Sam Lever

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The advice community is presently undergoing great upheaval as the ‘Retail Distribution Review’ draws near. With it, will come the banning of ‘commissions’ for all investment-based financial arrangeme...
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Sam Lever

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The advice community is presently undergoing great upheaval as the ‘Retail Distribution Review’ draws near. With it, will come the banning of ‘commissions’ for all investment-based financial arrangem...
1
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Sam Lever

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The Great Greek Debate - Is the future any clearer now?
Welcome to The Financial Adviser from Buckingham. Written by me, reflecting my own views and opinions on the state of the world, finances and matters financial. Sam Lever runs his own business as an I...
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Sam Lever

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Welcome to The Financial Adviser from Buckingham. Written by me, reflecting my own views and opinions on the state of the world, finances and matters financial. Sam Lever runs his own business as an I...
1
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Have him in circles
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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
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Sam Lever

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25 years of Invesco Perpetual High Income - Wow!
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Sam Lever

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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.
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Sam Lever

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It's a good thing to know that they are doing such a good job......:)
The advice community is presently undergoing great upheaval as the ‘Retail Distribution Review’ draws near. With it, will come the banning of ‘commissions’ for all investment-based financial arrangem...
1
Add a comment...

Sam Lever

Shared publicly  - 
 
Welcome to The Financial Adviser from Buckingham. Written by me, reflecting my own views and opinions on the state of the world, finances and matters financial. Sam Lever runs his own business as an I...
1
Add a comment...
People
Have him in circles
162 people
Thomas Frey's profile photo
Jose nunes (Videomarketing)'s profile photo
Chad Nicely's profile photo
Takahisa Nagata's profile photo
Suzanne Hull's profile photo
Kilian Schramm's profile photo
Jerry Spangler Jr's profile photo
Niladrri Bannerjea's profile photo
Mike Jones'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
C-M-C has handled my firm's mobile telecoms for a few years now and I have always been very pleased with the service they have provided me. In addition, they are much better able to navigate the tortuous provisions and offers available from providers, enabling me to rest easy that I have got the 'best deal' possible for my circumstances. This in turn allows me to get on with what I do well and is one less thing constantly to be worrying about - invaluable for a small business principal! I would thoroughly recommend C-M-C to anyone.
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Public - 3 weeks ago
reviewed 3 weeks ago
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