Sam Kossar
DipPFS
Independent Financial Adviser
Sam Kossar DipPFS
Financial Planning, Investment, Mortgages, Retirement, Estate Planning, Workplace Pensions.
Location : Birmingham
my expertise
I have over 10 years’ experience in the Financial Services industry. My aim is to help clients to preserve or grow their wealth by providing first rate advice in the areas of investments, pensions, wealth management, mortgage finance, insurance, protection and inheritance tax.
I also offer my services to the commercial market and have extensive knowledge around workplace pensions.
I’m committed to delivering better value and choice for my clients, and a service that is unique. I focus on growing and preserving the wealth of individuals, families and businesses. My clients work extremely hard to build their wealth, and I apply the same effort to ensure their wealth grows as efficiently as possible, with the use of effective portfolio and tax planning.
You can rest assured that I will provide you with expert financial advice plus regular reviews and evaluations of your financial plans.
Although most of my clients are from Birmingham and the West Midlands, I do travel to clients and act as an Independent Financial Adviser for clients from Manchester, London, Nottingham and Leicester.
I am based in Birmingham and operate throughout the West Midlands. I have over 10 years’ experience in the Financial Services industry.
Stages of Advice I would cover on the [Life Events Timeline] are as follows:
Flying the nest, Looking to the future, Making Career Waves, Building a nest, Wedding bliss, Family ties, Growing you space, Ever growing family, Pension perfection, Secure – safe and invested, Home is where the heart is, Fledglings take flight, New nests to build, Get most from the pensions, Reaching your pensions, Wills and wellbeing, Pension-pension-pension, Reducing your space, Release any equity.
“CLIENT TESTIMONIALS”
We have been using Sam’s services for a few years now and are always impressed with her vast knowledge and professionalism.
Our needs/requirements have changed over the years, but she is always up to date and aware of legislative changes.
She has always given us sound advice and is available via phone and email at short notice. We have recommended her to many of our friends and family and will continue to do so.
Complete the form below to arrange a discovery meeting
Message Sam
Sam would love to answer any questions and/or schedule a free consultation. Please call or send him an email by completing the form below.
Please leave a message below (including your postcode), and Sam will contact you as soon as possible.
Please also indicate which services you are particularly interested in:
01432 343 322
Head Office – Hereford
Abacus Associates
Kemble House, 36-39 Broad Street,
Hereford. HR4 9AR
Abacus Associates is a trading style of Saltus Partnership Limited which is authorised and regulated by the Financial Conduct Authority. FCA reference number: 554381
Registered office: Solent Business Park, 4500 Parkway, Whiteley, Fareham PO15 7AZ. Registered number: 07586042
Will writing and some aspects of tax planning are not regulated by the Financial Conduct Authority.
Your home may be repossessed if you do not keep up repayments on a mortgage.
Capital is at risk and you may get back less than you invest.
The firm is not responsible for the content of external links.
