“I have worked within financial services for over 10 years and never looked back. I genuinely love solving problems and helping simplify financial planning for any client.”
Having spent his initial years as a successful Paraplanner, Sam's technical background has helped clients not only prioritise their financial goals, but also put financial plans in place with the aim of achieving them.
As a dedicated family man, he knows the importance of being well rounded and finding solutions in an ever changing environment.
Aside from spending quality time with the ladies of his life, Sam can be found immersed in sports such as tennis, golf, cycling, middle distance running and the odd cross-country endurance challenge. When the trainers are hung up for the weekend, you will usually find him flexing his practical skills in the house or garden.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.