After graduating from University with a first-class honours degree in Accounting and Finance, Sam started his career as a Management Accountant at an international PR firm in Manchester.
Sam made the transition into Financial Services in 2012, working as a Wealth Management Consultant for a local financial services firm where he advised both personal and corporate clients.
Sam is a fully qualified Chartered Financial Planner, proudly achieving this accreditation after only four years of being in the industry.
Sam works with a portfolio of high net worth individuals and business owners to ensure their wealth is structured in line with their financial goals and objectives. Being from an Accountancy background Sam has a particular interest in Tax planning.
Outside of work, Sam is a keen golfer and a member of Longridge Golf Club, as well as an avid Preston North End fan. He also enjoys hiking at the weekend with his wife Emily and his Labrador Louis.