Samuel Mather-Holgate- Financial adviser Swindon
Director & Independent Financial Adviser Swindon
Sam has nearly twenty years experience in financial services and has been a financial advisor in Swindon for the last 12 years. Sam specialises in complex pension and inheritance tax planning solutions. Pension advice can be complex, and Sam aims to make this simple to understand.
Tax and Trust planning is used for clients with an Inheritance Tax planning issue and other investments that attract business property relief can be used.
Sam is an authorised Independent Financial Advisor and his authorisation with the Financial Conduct Authority (FCA) can be found here.
Equity release advice in Swindon
Sam also holds the relevant qualification and has the necessary experience to advise on equity release for his clients in Swindon and the surrounding areas.
Being local to Swindon, Wiltshire, Sam can see clients in their home when offering equity release advice, giving a personal and friendly service over two appointments.
Independent mortgage advice in Swindon
Sam holds the necessary qualification to advise on mortgages for his clients in Swindon and the surrounding areas.
He can advise on residential mortgages; first time buyers, home movers and remortgages, but also specialist mortgages including buy to let, second charge and refurbishment loans.
Being local to Swindon, Wiltshire, Sam can see clients in their home or at the office in Old Town, when offering mortgage advice, giving a personal and friendly service over two appointments.