Fundraising Fox
Sam Shah
InvestorLead Global Equity Fund Manager at Ptarmigan Capital · Chartered Financial Planner at Family Capital
London, England, United Kingdom
Find your path to Sam
156 people in our graph can introduce you to Sam.
Each arrow is one introduction. Sign up to fill in the first one.
Ask Simon Andrews to introduce you to Sam
You →Simon · together at Family Capital (2024–2026) →Sam
Ask Jamie Chen to introduce you to Sam
You →Jamie · 3 people · together at Family Capital →Sam
Ask Sam Okafor to introduce you to Sam
You →Sam · 8 people · together at Ptarmigan Capital →Sam
Sign up to find every way you can get introduced to Sam
- Your email: the people you already email who know Sam
- 2nd- and 3rd-degree connections: people you know who worked, studied or invested with Sam
- Your LinkedIn: the connections who can make the intro for you
We rank every route by how warm it is, so you raise on warm intros instead of cold emails.
About
Sam Shah is a Strategic Advisor at Better Lives Foundation, working with clients on Financial Life Planning across stages including wealth accumulation, retirement, estate planning, and life transitions such as divorce or inheritance. Shah holds Chartered Financial Planner status with the CII and Certified Financial Planner status with the CISI, and is a Registered Life Planner under the Kinder Institute of Life Planning.
Experience
- Better Lives FoundationStrategic Advisorcurrent2025 — presentSierra Leone
- Family CapitalHelping people on their journey to Financial Freedom!current2024 — presentLondon Area, United Kingdom
- Benchmark Financial PlanningChartered Financial Planner2018 — 2024London
- 1825 Financial PlanningChartered Financial Planner2016 — 2018London, United Kingdom
- Vobis Group LimitedChartered Financial Planner2011 — 2016
- Cartlidge MorlandParaplanner2007 — 2011City of London
Skills & more
+9 more
EquitiesCritical IllnessFinanceFinancial PlannersFinancial AdvisoryFinancial ServicesFinancial RiskFixed AnnuitiesHigh Net Worth Individuals- Certified Financial Planner (CFP) — The Chartered Institute for Securities & Investment (The CISI)
- Registered Life Planner (RLP) — Kinder Institute of Life Planning
- Advanced Diploma in Financial Planning (APFS) — Personal Finance Society
- Certificate in Discretionary Investment Management — The Personal Finance Society
From Sam's professional profile.
Investments
Per curated public sources.
Colleagues at Ptarmigan Capital
Frequently asked questions
- Who is Sam Shah?
- Sam Shah is a Strategic Advisor at Better Lives Foundation, working with clients on Financial Life Planning across stages including wealth accumulation, retirement, estate planning, and life transitions such as divorce or inheritance. Shah holds Chartered Financial Planner status with the CII and Certified Financial Planner status with the CISI, and is a Registered Life Planner under the Kinder Institute of Life Planning.
- Where does Sam Shah work?
- Sam Shah is Lead Global Equity Fund Manager at Ptarmigan Capital.
- What companies has Sam Shah invested in?
- Investments tracked here include Datafold, Datasaur, Expent Inc, Freshpaint.
- Where did Sam Shah go to school?
- Sam Shah studied at The Kinder Institute of Life Planning; The Personal Finance Society (Advanced Diploma in Financial Planning); University of Hertfordshire (Business Economics, Business Economics).
Same school
Also attended University of Hertfordshire60
+ 54 more
Also attended The Chartered Institute for Securities & Investment (The CISI)76
+ 70 more
Shared employers
Also worked at 1825 Financial Planning60
+ 54 more