Investment Director & Chartered Financia at Nelsons Solicitors Limited

Sam Cawley

Investment Director & Chartered Financia

Sam joined Nelsons’ Investment Management team as an Investment Director and Chartered Financial Planner in November 2020. His areas of expertise include investment advice for individuals, cash flow planning, and pension and retirement planning. Areas of Expertise - Cash flow planning - Pensions and retirement planning - Investment advice for individuals - Inheritance Tax planning Professional Information - Chartered Insurance Institute – Advanced Diploma in Financial Planning (APFS) - Member of Chartered Insurance Institute - Member of the Personal Finance Society

Pennine House, 8 Stanford Street, Nottingham, NG1 7BQ

Licensed for 1 years

Practice Areas

Money & Tax

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About Sam Cawley

Sam joined Nelsons’ Investment Management team as an Investment Director and Chartered Financial Planner in November 2020. His areas of expertise include investment advice for individuals, cash flow planning, and pension and retirement planning. Areas of Expertise - Cash flow planning - Pensions and retirement planning - Investment advice for individuals - Inheritance Tax planning Professional Information - Chartered Insurance Institute – Advanced Diploma in Financial Planning (APFS) - Member of Chartered Insurance Institute - Member of the Personal Finance Society

Languages Spoken: English

Contact Sam Cawley

Address

Nelsons Solicitors Limited

Pennine House

8 Stanford Street

Nottingham

NG1 7BQ



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WORK EXPERIENCE

Title

Name

Duration

Investment Director & Chartered Financia

Nelsons Solicitors Limited

?-present