Sam started his journey in the Financial Services industry over 25 years ago and has worked for large blue chip companies such as Sun Life, Axa, Halifax, and Lloyds, before setting up Bluefish Financial Services Ltd in 2011.
In his spare time, he likes to get involved in community events and he recently helped to coordinate the Make Sunday Special event in Fishponds. He is also the chair of his local Scout's group and has been involved in organising fund-raising events for them. He loves to spend time with his son fishing and has been known to catch a large carp or two!
Clare has been in the Mortgage Industry since 1994 working for a High Street Building Society until she became an Independent Broker in 1999. Since then she has worked for local estate agents and corporate clients building her knowledge and expertise as a mortgage consultant.
Clare enjoys working with all types of clients, offering a bespoke service to suit your needs and time.
Clare has 2 children attending local schools and is involved in the school and business community. In her spare time, she enjoys spending time with her children, running and is learning to play golf.
Paul started his career in Financial Services way back in 1990 when he started working for SunLife. He then moved onto work for Castlegate Investments before qualifying as a Financial Advisor in 2003, and has since then been giving advice to people in Bristol and the surrounding areas on investments, protection, and pensions.
Paul is a keen footballer, so you may spot him kicking a football around in the local park on a Sunday.
“I have known Sam since 2012 and have found him to be honest, reliable, hardworking and conscientious. He has spent time with me to understand my circumstances so that he could recommend the right Investments for me.
He is a knowledgeable and professional person who always makes himself available if needed. I have no hesitation in recommending him to anyone who requires financial advice."
“We are very happy with the caring and professional service that Sam has provided. He has been thorough and painstaking, understanding our requirements and attitude to risk. He has explained alternatives clearly and kept us informed and involved at all stages of sorting out our financial situation. We are satisfied that our investments are in safe hands."
Adrian and Sue Thomas.
“Sam sorted out my pension for me. He was really easy to deal with and made sure that I fully understood everything. I would recommend him to others. "
Nick Groves, Bristol
Whether you are looking to start a pension or want to know how to ensure your existing pension is working for you we can help.
If you are a first time buyer or moving house or looking to re-mortgage we can help you choose the right mortgage.
Over the phone, over tea and biscuits or over at your place, our ear is always available to listen to what you need. Nobody’s protection needs are too small and no investment is too complicated.
We’re here to take time with our customers to make sure they walk away happy and with greater wealth or greater financial stability than when the process began.
Simply complete the form to the right or call us on 0117 9392837 to get the conversation started.