Founder Member | Sam Lever | Financial Adviser

Sam Lever

On setting up his business as an Independent Financial Adviser in Buckingham and the surrounding area, Sam's main objective was to deliver the very best possible to all his clients.

This can take many different courses through their own changing circumstances and also the ever changing economic climate. Having always believed that financial advice should be a process of education and empowerment rather than blindly following a plan that might not immediately make any sense and that people tend only ever to commit to things that they truly understand, Sam fells that it is vital that clients identify and engage with their objectives at every step of the planning process.

With many years' experience in this field, he provides truly independent financial advice.

Unlike some Advisers, Sam's qualifications enable him to offer a full advice and recommendations service across the piece. He holds Advanced Level qualifications in Taxation and Trusts and Corporate Financial Planning as well as Retirement Planning, meaning that he can advise in the more complex planning areas such as corporate planning, the post-retirement investment arena and inheritance tax mitigation.

Sam is now taking this approach to the next stage as he addresses the issue of the further study required to become a Chartered Financial Planner.

Sam Lever - Dip PFS
Independent Financial Adviser & Private Wealth Manager
Positive Solutions (Financial Services) Ltd

Office 01280 860235 Cellphone 07860 324562 Fax 0871 661 7340

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