Chartered Insurance Institute
Chartered Financial Planner
Sam covers a broad range of planning issues for individuals and their families. Sam specialises in assisting clients finding themselves in new or uncertain circumstances, helping them understand their current position and plan for a successful future. Whether this is due to a retirement, bereavement or divorce Sam will help clients take control of the situation and work with them to build a great future. 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 and expert in cash flow planning.