Voluntary Financial Guidance
Sam Richards is a Chartered Financial Planner at Neptune Capital Management looking after clients all over the UK. Sam has haemophilia A and has provided voluntary and financial services for the Haemophilia Society and its members since 2009.
Sam has assisted people with bleeding disorders and their families in seeking life assurance, investments, pensions, mortgages and Inheritance Tax Planning. Clients can access a ‘Cash Flow Forecasting’ service to provide a forward look at how your financial future looks and how to meet your financial goals.
Sam and his team at Neptune Capital Management are able to provide guidance to those seeking to set up:
Life Assurance
Critical Illness Benefit
Income Protection
As well as advice on:
Mortgages
Pensions and Retirement Planning
Investments and Tax Wrappers
Cash Flow Forecasting
Inheritance Tax Planning
Sam and his team are waiting to hear from you and can be contacted by phone or email.
| Sam Richards mobile | 07921187327 |
| [email protected] |
Disclaimers :
- It is important to remember that other financial advisers are available throughout the UK. Should you wish to look for other financial advisers or a second opinion you can search via www.unbiased.co.uk.
- The Haemophilia Society has no influence over and takes no responsibility for the advice given by Neptune Capital Management and receives no financial incentive for recommending their services to our members. A copy of our memorandum of understanding is available upon request.
- Neptune Capital Management Ltd is registered in England & Wales no. 10369347. Registered Office at Suite 10-12 Mezzanine Floor, Royal Liver Buildings, Pier Head, Liverpool, L3 1HU. Neptune Capital Management Ltd is an Appointed Representative of Lyncombe Consultants Limited which is authorised and regulated by the Financial Conduct Authority no. 618025.