Biography:

Sam is a highly qualified Financial Planner and Registered Life Planner®, with many years experience in the Financial Services Industry. The best way to describe what Sam does is that he is effectively his client’s “Personal Finance Director”, providing comprehensive management accounts that culminate in the delivery of a detailed client financial road map. Quite simply Sam analyses what his client’s financial future looks like.

Sam operates on a collaborative basis enabling individuals, couples and families to find freedom and financial security by developing clarity, ease and a sense of purpose in their relationship with money.

Sam’s non judgemental holistic approach to working with clients develops knowledge and understanding around money with the aim of facilitating personal life goals. The creation of these goal guides and drives the financial strategies that they then establish together. If Sam can help clients to understand how their life and finances are intertwined, create goal based plans and improve his clients vigour in the process then Sam is satisfied that he can make a real impact in the lives of his clients and those closest to them.

Away from the office Sam loves spending time with his wife Debbie, two children Oscar & Matilda and also their two dogs. His weekends typically consist of activities, such as going to the cinema, listening to music, swimming, eating out or at home with his family and friends and generally trying to have lots of fun and laughter. Sam is keen on most sports and has previously run the London Marathon for the charity, Children with Leukaemia. Sam also played football to a high standard in his younger days!