SAM Wealth LLP works with families, businesses and professional partners. We help them to plan their or their clients’ futures, whether approaching retirement, planning to maximise their family inheritance, reassessing their finances or selling a business. As a Chartered firm of Independent Financial Advisers we don’t offer short-term, off-the-shelf product-driven solutions. We create a financial plan that identifies your long-term aims and shows how you can achieve them.
Working with SAM Wealth LLP will make you more secure, confident and comfortable in the knowledge that an experienced team of professionals are looking after your best interests.
Our Partners have more than 60 years of combined experience and are supported by a highly qualified team who deliver a personal and professional service.
We create strong relationships with clients that develop over many years. They trust us to listen, find out what matters to them, simplify the complex and map out their individual solution.
Our Partners have more than 60 years of combined experience and are supported by a highly qualified team who deliver a personal and professional service.
We create strong relationships with clients that develop over many years. They trust us to listen, find out what matters to them, simplify the complex and map out their individual solution.
SAM originally consisted of two businesses: Strategic Asset Managers Ltd, which started in 2001, and SAM Wealth LLP, which we launched in 2012 as part the firm’s expansion. Both businesses operated in an identical manner with the client at the centre of everything we do.
SAM Wealth LLP has now de-coupled from Strategic Asset Managers Limited following the Partnership’s successful buyout of Derek Stewart’s interests in the LLP. SAM Wealth LLP is now owned outright by Alan Moore and David Oliver, the joint managing partners.
We’re based in Uddingston, a leafy suburb of Glasgow, 200 metres from the world famous Tunnock’s biscuit factory and a stone’s throw from the medieval Bothwell Castle.
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