Reviews and Ratings for Financial adviser Sam Malka, Milton-Keynes

Sam Malka

Financial Adviser

At work

Sam has seven years’ experience in the UK financial services industry. He has worked in a range of roles including bank manager, mortgage adviser, and his current role of financial adviser. He specialises in working with clients who are starting to plan their retirement, as well as helping people of all ages find the right mortgage.

Qualifications

FCA Register

At home

In his spare time, Sam enjoys spending time with his daughter, doing DIY, volunteering and staying active.

In the spotlight

My proudest moment as a Financial Planner was

Building a financial plan to help a client achieve financial independence within 5 years

When the dessert menu arrives, I’m looking for

Brownies or anything with cinnamon

My typical workday always starts with

Hot lemon water and ginger

Our team

Our people are central to everything we do. With a wide range of specialist expertise, they’re committed to delivering the best possible service for our clients.

View all

Stephen Cooper

About
Stephen

Senior Financial Consultant

Ellis Scott

About
Ellis

Head Mortgage and Protection Adviser

Dominic Andersen

About
Dominic

Chartered Financial Planner

Donna Morgan

About
Donna

Mortgage Administrator

Heather Closier

About
Heather

Practice Manager

Matt Smith

About
Matt

Wealth Administrator

Jim Austin

About
Jim

Business Manager