01509 610472
advice@chestertonhouse.co.uk
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Sam Harrington

Financial Planner

About Sam

Sam started his career in financial services seven years ago when he joined the reception team at Chesterton House. Since then, he has progressed within the business and now enjoys meeting with clients to put strategies in place that give them the highest probability of achieving their goals.

He enjoys dealing with people of all ages and those who have differing levels of complexity.

Qualifications

DipPFS (Diploma in Financial Planning)
This level 4 diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.
Certificate in Securities Advice and Dealing
This certificate satisfies the FCA appropriate qualification requirement for those advising or dealing in securities, developing in-depth knowledge of investment and securities products, the UK taxation system and considerations for appropriate investment recommendations.
CertPFS (DM) (Certificate in Discretionary Investment Management)
The RQF Level 4 Certificate in Discretionary Investment Management develops the wealth strategy and portfolio management skills required for effective discretionary investment management. The qualification satisfies the FCA appropriate qualification requirements for this class of business.

Specialises in

Financial planning

Spotlight questions

When I'm not working, you'll find me…

At the King Power Stadium or cycling around the Charnwood area on my bike.

My favourite place in the world is…

I love Budapest! They have a brilliant Christmas market, and there was a real buzz around the city.

My favourite song to play in the car (or anywhere) is...

My Spotify playlist is so varied that it's hard to pick one!

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Contact us

We are always here to help and answer any questions you might have about our services. Get in touch with our friendly team today.

    Phone
    01509 610472
    Visit us

    2-3 Rectory Place, Loughborough, LE11 1UW