Sam Banks - Adviser

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Official Partner

Sam Banks

Adviser

Sam Banks

Adviser

Sam started his career in financial services ten years ago in the City of London. He worked with teams trading in various areas of Finance from foreign exchange to derivatives. Sam always knew he wanted to be dealing with people as this was where he felt his could put his skills towards helping people the most. He achieved his Level 4 Diploma in financial planning and is also able to offer mortgage advice.

When not working, Sam enjoys spending time with his wife and daughter Lily. When he gets the chance, he tries to play golf as much as the family will allow and hopes to reduce his handicap over the next few months.

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The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/about-st-james-place/our-business/our-products-and-services. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

Franklyn Financial Management Limited is registered in England and Wales, Number 06280392.
Registered Office: St. James’s House, 4-5 John Bradshaw Court, Alexandria Way, Congleton, Cheshire, CW12 1LB, England.