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Samuel Kelly

Associate

Samuel Kelly is a bilingual, finance-focused professional with experience in sales, client relationship management, and revenue-generating roles across Spain and the UK.

He brings a strong commercial mindset, excels in understanding client needs, and consistently delivers high standards of service in fast-paced, client-facing environments. He has gained international business exposure through an overseas placement with Seaspan in Vancouver, working alongside senior engineers and project leaders and contributing to strategic discussions on large-scale operations and planning.

Fluent in English and Spanish, Samuel specialises in relationship building, problem-solving, and delivering tailored solutions, skills well suited to finance and business development roles requiring trust, adaptability, and results.

Areas of Expertise

  • Education Fee Advice & Planning
  • Property Portfolio Advice
  • Inheritance Tax Planning
  • Pension Planning
  • Retirement Planning
  • Lifetime Allowance Planning
  • Investment Review

Qualifications & Awards

Bachelor in Business Administration

Regions Covered

  • UK
  • Europe Excluding UK
  • Middle East
  • Australia