Samsu Miah

CeFa DipFA MLIBF / Director and Financial Planner

Samsu at work

Samsu, known to friends, family, and clients as Sam, has over 20 years of experience in Financial Services, having worked for some of the largest banks in the UK and Europe. In 2019, he seized the opportunity to become a Partner at the prestigious St. James’s Place Wealth Management, and that’s when Berkshire Financial Planning was born.

Since founding the business, Sam has steadily grown it, now working with a select group of individuals and families. He specialises in creating bespoke financial plans that help his clients achieve their long-term goals, whether it’s planning for retirement, managing wealth, or navigating inheritance tax.

As the Principal of Berkshire Financial Planning, Sam is actively involved with his clients on a day-to-day basis, ensuring that the financial plans he develops continue to meet their evolving needs. He understands the complexities of an ever-changing regulatory landscape and is dedicated to providing proactive, hands-on advice.

Sam’s personal approach and commitment to exceptional service have earned him a place in the VouchedFor Guide to the UK’s top-rated financial advisers for the past four consecutive years.

Samsu at home

Outside of work, Sam is a devoted family man and father to two young daughters, Inaaya and Liyana. When he’s not developing financial solutions for his clients, he can often be found chauffeuring his daughters to their various extracurricular activities and after-school clubs.

In his free time, Sam enjoys unwinding by enjoying family holidays, dining out, and following his passion for sports. Whether it’s watching or playing football, tennis, or boxing, these activities help him relax amidst the busy demands of life.