Sam's 9-5
Sam has spent the last 10 years in the financial services sector, previously working as a pension and investment consultant and paraplanner.
Sam specialises in pensions, investments, estate planning, tax, protection and cashflow modelling. He has recently achieved his Diploma in Regulated Financial Planning and is now working hard towards achieving Chartered status very soon.
Sam's home life
When he’s not working, Sam loves to spend time with his daughter and wife. He enjoys cooking up a storm in the kitchen and often plays 5-a-side football.
Sam is a keen runner, too, and a member of Newport’s Lliswerry Runners.
Sam in the spotlight
That’s not all. There is so much more to learn about Sam before you meet them for yourself!
Question:
What is your favourite holiday destination?
Answer:
The Maldives.
Question:
If you could be any fictional character, who would you be?
Answer:
Batman.
Question:
What’s the best gift you’ve ever received?
Answer:
A skydive!
Question:
What are the three small things that make your day better?
Answer:
Food, laughs and love.
Question:
Who would be at your dream dinner party?
Answer:
Robin Williams, Tyson Fury and Elon Musk.
Meet the team
We pride ourselves on our strong team ethos. Find out more about who we are and what we do:
