Sam has been working in the financial services industry for 24 years and has been a regulated adviser since 2006.
Sam had several roles with HSBC before moving to London to become a regulated adviser specialising in Retirement, Investment, Pension, Protection and Inheritance Tax Planning. She qualified as a Chartered Financial Planner in 2019 with the London Institute of Banking and Finance.
Outside of work Sam enjoys spending time with her family, taking the dog for long walks, gardening and enjoying fine food and wine.
Certificate in Financial Advice
Advanced Diploma in Financial Advice
Chartered Associate of the London Institute of Banking and Finance (Chartered ALIBF)