Samuel Waterson

Samuel Waterson

SDG Wealth Management LTD

Minimum savings/pensions: Any amount

0330 038 8942
Based in Bury-St-Edmunds
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Top Rated 2025
Verified since: November, 2023

4.9 out of 5

43 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 28 February 2025

    Samuel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 18

    Recent Client Reviews

    Verified reviews: 100%

    Samuel has received 18 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 26 November 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Samuel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Samuel has not yet added their fees to their profile

  • 10

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Samuel

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Samuel (based on 10 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 28 February 2025

    Samuel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 18

    Recent Client Reviews

    Verified reviews: 100%

    Samuel has received 18 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 26 November 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Samuel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Samuel has not yet added their fees to their profile

  • 10

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Samuel

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Samuel (based on 10 first impressions)

Samuel Waterson, the newest addition to the SDG Wealth Management Ltd. team, contributes his expertise as a qualified DipPFS Financial Advisor. He recently completed a diploma in regulated financial planning at the esteemed M&G Wealth Academy, emphasizing his commitment to professional excellence. This accomplishment is complemented by extensive on-the-job training meticulously tailored to align with the M&G Wealth proposition. Samuel's commitment goes beyond traditional financial advice. His comprehensive skill set, shaped by a DipPFS qualification, a degree in history and politics, and specialised training from the M&G Wealth Academy, enables him to provide clients not only with financial guidance but also an understanding of the broader economic context. As a proud member of the SDG team, Samuel is dedicated to upholding the high standards and meticulous attention to detail that define our financial services. He eagerly anticipates building lasting relationships with clients, guiding them on their unique financial journeys with expertise, integrity, and an unwavering commitment to excellence. SDG Wealth Management Ltd is a proud partner of M&G Wealth Ltd and we advise on a range of products from Prudential and other carefully selected providers. This is known as a restricted advice service.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

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