With 14 years of experience in financial services, Sam began his career working in London for a trading company in financial risk management before relocating back to Staffordshire. Over the past 5 years, he has focused on advising clients, helping them make informed decisions about their financial futures.
Sam is passionate about helping individuals and families organize their finances to achieve their goals. He enjoys getting to know each of his clients, each with their unique story and goals, and helping them find tailored solutions to improve their financial positions.
He is currently working towards Chartered status, with one final exam to go.
Outside of work, Sam spends time with his wife and their young daughter & son, who keep them very busy.
