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Our Wealth Planners

Sam Hardy

Wealth Planner


DipPFS, Cert CII (MP & ER)


I’ve been working within financial services for the last 15 years. Having been lucky enough to have had a variety of roles for companies such as Aviva, Zurich and Lloyds Banking Group, this has given me the opportunity to experience a diverse range of situations within the financial services market.

I currently live in Backwell, just south of Bristol with my wife and two daughters.

Family life and the Taxi service for my two girls doesn’t leave me too much time for hobbies, but Rugby is my main distraction having previously played in the front row for a few local teams, now I restrict my rugby to watching.




Sam Hardy

Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.