He holds Chartered Financial Advisor status and has an Economics degree from the University of St Andrews. Sam specialises in retirement planning, helping clients bring together the different elements of their finances to create a sustainable and well-structured retirement strategy.
Sam believes successful financial planning starts with having a clear plan and staying committed to it over the long term. He particularly enjoys helping clients understand when they have achieved financial independence, giving them the freedom to work and live life on their own terms rather than out of necessity.
Check out Samuel’s VouchedFor profile here.
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.