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Samantha Hall DipPFS

Independent Financial Adviser

Samantha is an Independent Financial Adviser at MAC Financial, specialising in providing tailored financial solutions for both private and corporate clients.

With over nine years of experience in financial services, including four years working as an adviser, Samantha is dedicated to building strong relationships and helping clients navigate the complexities of financial planning. She joined MAC Financial in 2023.

Samantha offers personalised advice across key areas of financial planning, including retirement planning, investment strategies, budgeting, and cash flow management.

The CII Isle of Man recognised her professional achievements, awarding her ‘Young Achiever of the Year’ in 2017 and the Glyn Gilbert Award for ‘Outstanding Academic Success’ in 2018. Samantha also holds the Certificate in Discretionary Investment Management and the Certificate in Pension Transfer Advice.

A standing photo of Samantha Hall, Independent Financial Adviser

Areas of expertise

  • Retirement planning

  • Final salary / defined benefits

  • State pension (UK and IOM)

  • Pension consolidation

  • Savings and investments

  • Protection

Qualifications

  • CII Diploma in Regulated Financial Planning
  • CII Certificate in Discretionary Investment Management
  • CII Certificate in Pension Transfer Advice
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