Sam entered the Financial Services industry in 2010 after completing his Degree in Economics and Finance at Cardiff University.
During his years in the industry he has built strong relationships with his clients which are predominantly based on trust, being personable and his straight forward working. His approach is centred on establishing what clients want to achieve both personally and professionally, thus forming the basis of client’s goals, and then working with clients holistically to map out, implement and monitor progress.
Initially joining one of Sanlam’s predecessor firms Buckles Investment Services, he has continued to develop his practical and technical knowledge and is now both a Chartered Financial Planner and a Pensions Specialist. He also works with those in the Medical Profession in dealing with their retirement planning and is considered an NHS Pension specialist within the business.
In his spare time he likes to work off his sweet tooth by keep fit running, occasional sport and regular gym training. He has a keen interest in travelling, visiting various countries throughout the year following his interest in history. In his spare time he enjoys reading and spending time with family.
If you would like to arrange an initial consultation please get in contact on either email or by calling me to arrange a meeting.