Sam is passionate about helping people achieve what is truly important to them by providing high-quality and bespoke financial planning solutions.

Sam is committed to building strong and trusted relationships which in turn helps ensure the best possible outcomes for his clients. Sam offers holistic financial advice however has several areas of speciality including Retirement Planning, Protection Solutions, Tax-Efficient Investments and Estate Planning.

Sam brings with him a wealth of experience in financial services and providing excellent and long-lasting client outcomes.

Outside of work, Sam enjoys his time with his partner and daughter and one of his favourite things to do is a long country walk followed by a Sunday roast.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.