Sam Prendergast
DipPFS
Put simply: day in, day out, I help get the best out of what people earn, own and hold. I see my approach as one of problem-solving, rather than product selling whilst keeping even the most complex situations as simple as possible for my clients. As a result, they can always expect to receive the most comprehensive and appropriate advice without worrying about trying to understand industry jargon.
In my spare time I like to spend time with my family, where my two young children keep us very busy with their sports activities, mainly Gymnastics, Football and Rugby. I also enjoy reading, exercising, cooking and holidays.
Specialisms:
About
Having been advising since 2017, I have gained a wealth of knowledge, experience, and expertise in financial services that has helped many individuals, generations of families, corporate clients, doctors and dentists to build portfolios that gives them the confidence to look forward to their future and feel a sense of financial security.
I like to take the time to really get to know my clients before offering advice, which explains why many of my clients come from personal recommendations.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
