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
153 people in our graph share verified history with Sam — schools, employers, funds. One of them is your warm intro.
Lucía SáenzunlockedSam: together at University of Hertfordshire (2005–2007)
×4Sam: together at University of Hertfordshire
×7Sam: together at The Chartered Institute for Securities & Investment (The CISI)
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
Management1Charity WorkCommunity ServiceProtection4Estate Planning3Portfolio Management3Wealth Management19Retirement Planning7Wealth13Strategic Financial Planning5Asset Allocation1Asset Management2
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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.
Colleagues at Ptarmigan Capital
Andrew Case
Compliance Consultant & General Counsel at Ptarmigan Capital
Charles Jones
Founder & CIO at Ptarmigan Capital
Douglas Barnett
Founder & Head of Investment Management at Ptarmigan Capital
Ed Roe
Fund Manager at Ptarmigan Capital
George Palmer
Non-Executive Director at Ptarmigan Capital
Lord Charles Hemphill
Advisory Board at Ptarmigan Capital
Orlando Fraser CBE KC
Advisory Board at Ptarmigan Capital
Philippe Hancock
Non-Executive Director 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.
- 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 Hertfordshire52
Roger FontAnalyst at Inveready Technology Investment GroupYogesh KamraHead of Lab Operations (UK site) at Illumina VenturesLucía SáenzInvestment & Community Intern at Kibo VenturesAlpesh AnandSalesforce Consultant & Administrator at EMV CapitalElaine HegartyChief of Staff at IQ CapitalMarco BrunsFinance & Operations Manager at Redstone
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Also attended The Chartered Institute for Securities & Investment (The CISI)71
Stephen ChandlerManaging Partner at Notion CapitalSanchit DhotePrincipal at Outward VCScott SebireFinance Director at White Star CapitalDaniel GaizeInvestment Associate at Future Planet CapitalJessica HillDirector of IR & Strategic Partnerships at Future Planet CapitalMichael BurnettManaging Partner at Fuel Ventures
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Shared employers
Also worked at 1825 Financial Planning53
Elizabeth FlockhartIndependent Non-Executive Director at Pembroke VCTSuleman SakurFinance Manager at STVTaos EdmondsonPartner, DMG Ventures at DMG VenturesDaniel GaizeInvestment Associate at Future Planet CapitalClaire NortonHead of Client Servicing at Helios Digital VenturesAlexis CruseyHead of Fundraising at Circulate Capital
+ 47 more