Having spent seven years in financial trading in the City of London before moving into financial planning, he has developed a strong understanding of wealth management and the challenges faced by successful individuals and business owners.
He holds the Diploma in Financial Planning and is one examination away from achieving Chartered status. Sam has particular experience working with high net worth individuals and business owners, helping them navigate complex financial decisions and plan confidently for the future.
What Sam enjoys most about his role is the variety of people he meets and the opportunity to help them achieve their goals. He takes pride in helping clients understand how the wealth they have built throughout their careers can support the lifestyle they want in retirement, providing clarity and confidence around some of life’s most important financial decisions.
The value of your investment and income from it can fall as well as rise and you may not get back the original amount you invested.
The Financial Conduct Authority does not regulate some aspects of corporate financial planning, automatic enrolment and taxation advice.
The Financial Conduct Authority does not regulate taxation advice. The value of investments (in a pension) can go down as well as up and you may get back less than the amount invested.