adam samuel

"Adam, you are an icon on my desktop because I'm not quite sure which file to put you in." Professor Eva Lomnicka, Kings College, London

"Consumer Complaints and Compensation: A Guide to the Financial Services Market" City & Financial

About Adam

Adam Samuel's expertise lies in three main areas:

  • Consumer financial services - customer facing compliance, client agreements, promotions, advice standards and complaints
  • International and domestic dispute resolution law and practice
  • Computer-related compliance and dispute resolution

Career

View a copy of my full CV and a list of publications

  • 1996 - present Adam Samuel Training and Consultancy
  • Advises, writes, trains and resolves disputes on consumer financial services and international commercial law.
  • 1995 Second PIA Ombudsman
  • 1991-1995 Insurance Ombudsman's Assistant
  • 1989-1990 Research Assistant to Professor WW Park, Boston University
  • 1985-1989 Swiss Institute of Comparative Law Staff
  • Lawyer responsible for the English-speaking world and dispute resolution research

Qualifications

  • CISI Diploma in Investment Compliance 2009 (Regulation and Compliance with merit)
  • Certificate of Financial Administration (Life) 2008
  • Certificate of Equity Release 2008
  • CF8 - Long term care insurance 2008
  • Fellow of the Chartered Institute of Arbitrators 2006
  • Advanced Financial Planning Certificate 2001
  • Mortgage Advisers Qualification 1999
  • Member of English Bar 1983 and New York Bar 1991

Clients include

Banks and Building Societies:

Lloyds Banking Group, Barclays, RBS, Santander, Nationwide, Bank of New York

Insurers:

Standard Life, Prudential, Liverpool Victoria, Wesleyan, Aviva, Royal & Sun Alliance, Zurich, Royal London, St James Place, Lincoln, AXA, Winterthur, City of Westminster Assurance, Lincoln, Equitable Life, Royal Liver, Guardian, Lloyds TSB, Windsor Life, Countrywide Assured, Co-operative Insurance Society, MGM Assurance, Swiss Life, Royal Liver

Intermediaries:

Sesame, AWD, Master Adviser

Law firms:

Winston & Strawn, Hammonds, Skadden Arps

Publishers

City & Financial Publishing, Incisive Media, FT(Financial Adviser), Informa Publishing (Compliance Monitor), Thomson Reuters (Complinet), Lexis-Nexis (Butterworths), Compliance Resource Network (Wolters Kluwer), Centaur Communications (Money Marketing)

Adam helps a wide range of organisations like yours - from dispute resolution centres, law firms and publishers to life assurers and small IFAs. For a complete list click here