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Samuel has been a Financial Planner for 17 years, joining Perspective in 2016, and is a Director for (Thornton Springer) Ltd and Managing Director for Perspective (South East) Ltd.

He is a member of Perspective’s Advisory Board and specialise in High Net Worth families and companies. 

Samuel is a Chartered Financial Planner and Fellow of the Personal Finance Society, the profession’s highest accolades, and have a wealth of knowledge in areas including Inheritance Tax Planning, Pension Planning, Investments and Tax Planning. 

He began his career in Finance as an Accountant in 2003, working for one of the UK’s largest hotel and leisure businesses, gaining the AAT qualification. From 2007 onwards, he worked in the financial services sector including for two of the UK’s largest Banks, and then in 2011 as an Independent Financial Adviser, before joining Perspective in 2016 where he manages both our Maidstone and London offices. 

* *The FCA does not regulate taxation advice.

Other contacts

Thomas Harrison DipPFS

Financial Planner

Dev Makrani

Financial Planner

James Stokoe Chartered FCSI

Financial Planner

Registered in England & Wales No: 03003079. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.

Perspective (Thornton Springer) Ltd is authorised and regulated by the Financial Conduct Authority.

Perspective (Thornton Springer) Ltd is a subsidiary of Perspective Financial Group Ltd.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service Exchange Tower,
London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9 123
www.financial-ombudsman.org.uk

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