Samantha Tulloch
DipPFS BA(Hons)
My aim is to make finance understandable, provide an exceptional service, and ensure I always fully understand the needs of my clients. My goal is to provide clear tailored advice and all in a professional manner.
About
After 28 years of working within financial services for some of the world’s largest institutions both in the UK and Offshore, my experience has shown me that first class customer service is of paramount importance.
The essence of my business is to provide personal and tailormade wealth management advice, with first class service, honesty, integrity and professionalism.
My philosophy of treating clients as individuals is one of the key drivers for my business. This is why my clients stay with me, and why so much of my new business comes from recommendations and referrals.
Specialties: My emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
I have been advising clients for over 28 years on financial matters within the UK and offshore.
Based in the North East, I provide advice to clients throughout the United Kingdom.
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.
