At Samra Wealth Management Ltd, our philosophy focuses upon maintaining long-term, trusted relationships with our clients, where we take the time to listen, understand and get to know them and their financial situation.
Pip advises on many aspects of wealth management, such as investment planning, long-term care planning needs and inheritance tax issues, helping both individuals and businesses of widely differing financial resources and life stages, achieve their financial aims.
With access to the exclusive range of ‘St. James’s Place’ products, we fuse the security of a ‘Blue Chip’ company, with the traditional values and service of a local family business, giving both private and business clients peace of mind.
We offer a no obligation financial review, which can be at our office just off the High Street near Sainsburys, or in the comfort of your own home.
Pop in, call or fill out a contact form via our website.
Monday to Friday 8:30am – 4.30pm
Evening appointments can also be arranged.
Any advice provided by Samra Wealth Management Limited will be tailored to your individual needs and based on our core values of quality, integrity and excellence.
We aim to deliver our commitment to you by:
- Providing highly experienced and qualified personal face-to-face financial advice.
- Understanding your financial circumstances and objectives.
- Focusing on your priorities.
- Affording you the opportunity to review your financial affairs regularly.
- Ensuring that all correspondence and literature is clear and easy to understand.
“Unfortunately, life is not static and no matter how much we may plan for the future, sometimes events in our lives can come at unexpected and inconvenient times.
These events can 'knock us for six' and yet it is often at times like these that we are asked to make some of our most important decisions regarding our financial affairs.
Fortunately, because we will have already built a strong and trusting relationship, and have conducted continuous reviews of financial goals and investment strategies, my clients can rely on me to shoulder at least some of their burden of those decisions, by offering sound and honest advice based on their pre-discussed personal needs and wishes.
I feel doubly blessed as firstly I gain a sense of achievement through really getting to know our clients so I can tailor and deliver perfectly suited wealth management strategies, and secondly, I feel privileged and fortunate to then gain the satisfaction of seeing a job well done when those strategies come to fruition.”
Pip Samra, Director