0330 038 8942
Based in Bury-St-Edmunds
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2023
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Samuel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
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
19
Recent Client Reviews
Samuel has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Samuel has received 19 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
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.
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
Samuel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
Samuel has not yet added their fees to their profile
Fees not yet added
Samuel has not yet added their fees to their profile
10
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Samuel (based on 10 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
Samuel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
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
19
Recent Client Reviews
Samuel has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Samuel has received 19 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
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.
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
Samuel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
Samuel has not yet added their fees to their profile
Fees not yet added
Samuel has not yet added their fees to their profile
10
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Samuel (based on 10 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).
About Samuel's clients
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