Pip Samra
DipPFS
Having built a successful business at the global wealth firm, Edward Jones, Pip was invited to join St. James's Place when Edward Jones left the UK in 2010.
About
Pips natural ability to put people at ease and develop a rapport quickly combined with a strong work ethic, enthusiasm and the determination to succeed meant that he was able to forge many deep relationships based on trust, honesty and clear and open communication.
Always looking to exceed clients’ expectations, Pip believes that the most fundamental aspect of the bespoke service that he provides is that of listening carefully to, and understanding the needs and aspirations of his clients.
In his spare time Pip enjoys playing golf and spending time with his family.
Pip is a qualified Financial Adviser and holds a DipPFS qualification.
He is also an accredited Later Life Advisor and as such, holds the CF8 Accreditation.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
