Chartered Insurance Institute
Chartered Financial Planner
Sam covers a broad range of planning issues for individuals and their families. This involves an appraisal of their current situation and future goals and then managing their finances to ensure their plans can come to fruition with a comprehensive cash flow planning analysis. He has over 12 years’ experience advising clients. Prior to joining the company in 2011, he was a tax inspector with HMRC. Sam is a Chartered Financial Planner.