Sam has worked within financial services for over ten years. Having started his career on the trading floor in London he then moved back to Staffordshire and transitioned to become a financial planner. With his wealth of knowledge, he is able to provide full holistic advice to help his clients which include retirement planning, tax efficient investments, inheritance tax planning along with personal protection.
Whilst not at work or at home with his wife and playing with his young daughter, Sam enjoys a round of golf or two.
Financial adviser Nottingham
You can get in touch with Sam at our offices in Nottingham. Our network of advisers across the UK means that if you’re looking for local financial advice, we can help. We specialise in all areas of financial planning for both corporate and individual clients all over the UK.