FH MANNING FINANCIAL SERVICES - Key Persons
Having started with F H Manning in 1997 I am now a Chartered Financial Planner. I love listening to people's stories, finding out what they've done and what they want to do. Helping people ‘see' their future using our ‘crystal ball' planning tool genuinely excites me.
Outside of work I have young children and during the recent lockdowns we have all found out that we have green fingers!
Working in the community is important to me and I am the Treasurer of a Community Group, a Trustee at Age UK Lindsey and contributor to the village newsletter.
A black coffee with one sugar; strong, sweet and effective - as is the coffee! Keen sportsman and gym enthusiast, enjoys good food and dropping the top in all weather conditions.
I joined F H manning in December 1997 as a working Mum with 3 young daughters, initially working part time before becoming fulltime in 2005. My drink of choice in the office would be black tea or a nice fruity green tea - no coffee for me. Otherwise out of office hours a nice G&T will do just fine.
I joined F H Manning in February 2005 as a part time secretary. My office drink of choice is white coffee - out of office hours I enjoy a nice Pinot Grigio!
Having been employed by F H Manning since 1980 my whole career has been centred around this Company. Helping clients achieve their financial goals from the start of the business relationship is my driving force and why I love my job.
Outside of work I am a keen indoor and outdoor bowls club member and enjoy holidays in the Lake District and abroad.
Helping people in the community is important to me and I have been a Trustee of a Charity for the last 11 years providing financial support for people with financial hardship and helping pupils in higher education.
Key Specialisms
> Working with families to look at transfer of wealth down the generations in a tax efficient manner
> Tailoring financial plans to ensure as much as possible is passed to the next generation
> Protecting assets from Inheritance tax using Trusts, life assurance and qualifying investments
My name is Sam. I've worked at FH Manning since 2015.
I am an animal lover, scrapbooker and reader.