Sam is committed to providing a highly professional service based on trust and integrity. This ensures the client is always at the centre of the financial planning process.
With over 20 years financial planning experience, Sam accepted an invitation to join St. James's Place Wealth Management in 2012. As a Chartered Financial Planner Sam frequently works with other specialists to implement tailored wealth management solutions based on client’s individual needs and requirements.
Our clients tend to be established and successful in their chosen profession but invariably do not have the time, energy or expertise to devote to their own financial planning needs. Our role is to assist our clients so that they have more time to concentrate on the things that they do best, or enjoy, secure in the knowledge that they are being well advised and looked after.
We believe that effective financial planning is an on-going journey and as such we focus on building and sustaining long-term client relationships through a commitment to an advice and service-led proposition.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. Partners: