STANBRIDGE FAMILY OFFICE LIMITED - Key Persons
Job Titles:
- Director & Financial Planner
Job Titles:
- Chartered Financial Planner
Michael has established several successful investment systems and administration businesses. He was involved in some of the early Wrap initiatives and jointly founded Ascentric, an investment platform for IFAs. This was sold to Royal London in 2007 and Michael remained as Director until late 2008. He then left to establish a High Net Wealth and international investment platform called Platform One.
Previously he was a joint founder of the Northumberland Group and grew it until its sale to Banque Generale du Luxembourg in 1991. Michael also jointly founded Investment Sciences Ltd in 2001 which provided market edge trading platforms and Wrap systems. His career has also included senior positions with Cap Gemini and Interactive Investor. He is also the non-executive Chairman of an innovative UK engineering company.
Job Titles:
- Founder
- Director & Financial Planner
Following an honours degree at Cardiff University, Sam began his career in financial planning in London. He has worked in both financial research and technical analyst roles, before becoming a Financial Planner. Sam holds the Diploma in Regulated Financial Planning and specialist qualifications including the Certificate in Discretionary Investment Management, Award in Long Term Care Insurance, Certificate in Equity Release and Certificate in Mortgage Advice.
Sam is a founder of Stanbridge Family Office and is a keen advocate of providing independent and bespoke financial advice to enable clients to achieve their financial objectives. In many cases Sam advises multiple generations of the same family.