Sam Tree DipPFS
Private Wealth Consultant at Lansdown Place Wealth Management Ltd.- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Weston-super-Mare, England, United Kingdom, GB
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Bio
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Experience
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Lansdown Place Wealth Management Ltd.
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United Kingdom
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Financial Services
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1 - 100 Employee
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Private Wealth Consultant
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Jun 2021 - Present
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Schroders Personal Wealth
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United Kingdom
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Financial Services
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700 & Above Employee
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Personal Wealth Adviser
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Jun 2019 - Apr 2021
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Lloyds Bank Private Banking
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Banking
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100 - 200 Employee
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Private Banking and Advice Manager
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Aug 2015 - Jun 2019
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Relationship Associate
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Aug 2013 - Aug 2015
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Advisory Support Assistant
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Apr 2012 - Aug 2013
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Pension Administrator (Income Drawdown)
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Sep 2007 - Apr 2012
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Pension Administrator
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Sep 2005 - Sep 2007
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Education
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Chartered Insurance Institute
Diploma in Regulated Financial Planning -
Clevedon Community School
Community
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