Samantha Halifax

I joined Milestone in 2022 with over 9 years’ experience in the financial services sector. My background is in private relationship Banking for high-net-worth clients and creating bespoke mortgage arrangements, giving advice and underwriting.

I enjoy developing long term relationships with clients and helping them to achieve their financial goals.

In the Office

I provide financial advice to business and personal clients, supporting them to plan for their financial future and reach their aspirations.

I also assist business owners prepare for a successful exit, arranging deals which satisfy the needs of all stakeholders and supporting owners at every stage throughout the exit journey, to completion.

Why I love my job

I love helping people and using my knowledge and experience to support people to make educated financial decisions is really rewarding to me.

I enjoy the process of getting to know a business, the owners and finding the right buyer to meet the owners’ requirements.

What I do outside work

I enjoy going for walks and meals out with my family and friends. Anything involving good food is right up my street.