First Samuel Limited

The right wealth management advice is crucial to your long-term wealth management strategy.

There is little point in having good investment returns if the underlying structure leaves you vulnerable to not being able to meet your long-term income needs, to paying too much tax, to asset predators or to expensive complexity.

We understand that the crucial questions for many people are:

• How much capital will we need to provide sufficient income to buy what we need/ want?
• What is the best way to achieve that level of capital?
• What is the best structure to simplify our affairs, optimise our tax position and protect our assets?

In the past, many people have struggled to piece together advice from disparate or inadequate sources, only to find later that the jigsaw puzzle was not complete.

The result: too late in their working life they have had to play catch-up to create the wealth they need to meet their later income requirements; or too late they find they are paying too much tax or that they are not protected against asset predators.

We provide a dynamic and integrated wealth management solution and we speak in plain language. We do these things so that you know that there are no unnecessary steps being taken and that your investments are being carefully structured. As a client of First Samuel, you can sleep well.

Of course, some clients have special needs in one particular area. In these cases, the questions we ask are different but our approach is the same.

We are happy to work with your current advisers wherever approprirate to ensure that your strategies are coordinated and integrated effectively and your existing relationships are strengthened. And, if required, we have a strong network of trusted external specialists.