Company: Upsilon Wealth Management LTD Location: Kent/Remote Area(s) Covered: Remote My name is Samuel Mayes, and I look forward to helping you with your estate planning needs. I am a CII Chartered Fellow & Chartered Financial Planner, Chartered Associate of the London Institute of Banking and Finance, CISI Fellow FCSI (Chartered), CISI Chartered Wealth Manager,…
Company: Upsilon Wealth Management LTD
Location: Kent/Remote
Area(s) Covered: Remote
My name is Samuel Mayes, and I look forward to helping you with your estate planning needs.
I am a CII Chartered Fellow & Chartered Financial Planner, Chartered Associate of the London Institute of Banking and Finance, CISI Fellow FCSI (Chartered), CISI Chartered Wealth Manager, EFPA European Financial Planner (EFP), holder of the CISI Level 7 Masters in Wealth Management and as you’d expect a Member of the Will Writing Society.
My estate planning and Will Writing role falls within my Wealth Management business, whereby I help customers and businesses make money, save money, or protect their money and lifestyle. This is achieved by matching objectives to the most tax-efficient products such as Investments, Pensions, Trusts, Insurances and Mortgages.
I have also been working in higher education for the last 13 years. I have experience in various roles, from an end-point assessor, author, technical checking, tutor, lecturer, lead internal verifier and chief examiner.
I teach the following professional qualifications: ACCA, CFA, IMC, PCIAM, Derivatives and Securities. As well as Degree / Masters subject: MBA, Business Analysis, Decision Making, Agile Development and Data Analytics. I also authorise various professional financial services study texts for CISI, LIBF and ICAEW.
My MBA is in Big Data Analytics. I am currently completing a doctorate with a specialism in AI, Automation and Data Analytics in the Financial Services Sectors in the UK, EU and USA.
Finally, I recently achieved a Fellow of the Higher Education Academy with a Level 7 Post Graduate Certificate in Learning and Teaching (PGCLT). I hold a Level 3 Certificate in Assessing Vocational Achievement (CAVA) and Level 4 Internal Quality Assurance (IQA).
All of these qualifications and experience helps me be technically sharp and helps me provide the best holistic experience for you, my valued customer
