Our team of advisers brings a wealth of knowledge to the table, supported by industry recognised qualifications also provides support to other members of the St. James’ Place
Samsu, known to friends, family, and clients as Sam, has over 20 years of experience in Financial Services, having worked for some of the largest banks in the UK and Europe. In 2019, he seized the opportunity to become a Partner at the prestigious St. James’s Place Wealth Management, and that’s when Berkshire Financial Planning was born.
Since founding the business, Sam has steadily grown it, working with a select group of individuals and families. He specialises in creating bespoke financial plans that help his clients achieve their long-term goals, whether it’s planning for retirement, managing wealth, or navigating inheritance tax.
Layla is our Client Services Manager. Layla joined Berkshire Financial Planning in 2024, having worked for Lloyds Bank for over 10 years. She has plenty of financial services experience with a broad range of skills in administration, customer service and relationship management to assist our clients.
Matthew works with Berkshire Financial Planning and the team to assist in shaping and executing the advice they provide. His role includes drafting suitability reports, reviewing current pensions and investments, and ensuring the documentation and advice align with the high standards set by St. James’s Place.
While he does not provide financial advice, his expertise encompasses areas such as inheritance tax, investments, pensions, protection, and various tax elements.
Matthew holds a Chartered Insurance Institute Level 4 diploma in financial advice and a STEP Certificate in Financial Services, Trusts, and Estate Planning.
