adam samuel

"Adam is challenging and controversial and never dull, good value for your training budget."
Countrywide Assured

"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

  • Equity Release 1 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

Standard Life, Norwich Union, Royal & Sun Alliance, Abbey, Royal London, Scottish Provident, Nationwide, Chase de Vere Financial Solutions, Britannic, City of Westminster Assurance, Lincoln Sesame, Money Marketing, Liverpool Victoria, Wesleyan, Natwest Life, Hammonds, MGM Assurance, NPI, AXA, Sun Life, Towry Law, Winterthur Life, St James Place, Eagle Star, Allied Dunbar, Equitable Life, Scottish Amicable, Barclays Life, Royal Liver, Guardian, Lloyds TSB, Windsor Life, Countrywide Assured, Winston & Strawn, Tomorrow, Swiss Life, CIS, Prudential, City & Financial Publishing, Incisive Media, Bank of New York, Skadden Arps, Delta Compliance, Compliance Online, Financial Adviser, Higham Dunnett Shaw, Informa Publishing (Compliance Monitor), Complinet, Compliance Online, Lexis-Nexis

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