Sam has been working within financial services for the last 15 years, and has had a variety of roles for companies such as Aviva, Zurich and Lloyds Banking Group. This has given him the opportunity to experience a diverse range of situations within the financial services market. His qualifications include DipPFS, Cert CII (MP & ER). He places emphasis is on maintaining long-term relationships with clients, providing them with a source of trusted advice to help and support them to meet their financial goals and needs as they evolve over the years. Sam provides full holistic wealth planning encompassing all areas of financial advice personal and business.