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Samantha initially trained as an accountant but soon realised she was drawn to problem solving and technical research and directed her career towards financial services.

Samantha’s dedication to her studies began when she joined one the of UK’s largest multinational insurance companies which she then continued throughout her roles at a small Independent Adviser company before moving to an international financial planning company based in Sheffield. Samantha is now qualified as a Chartered Financial Planner and has over 10 years of experience working within the Financial Services Industry.   

 


 

Banner Jones Wealth Management is:

  • the trading name of Banner Jones Wealth Management LLP (registered in England & Wales, number OC380075)
  • a separate legal entity to Banner Jones ltd
  • is not a law firm authorised or regulated by the Solicitors Regulation Authority
  • an Appointed Representative of Future Life Wealth Management Ltd which is authorised and regulated by the Financial Conduct Authority.  Jillian Thomas is the Managing Director of Future Life Wealth Management.

 

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