Samantha is a dynamic advisor dedicated to helping clients achieve their financial goals. With a background in finance, as a previous mortgage advisor and a keen interest in personal wealth management, Sam brings fresh perspectives and innovative solutions to her practice. As a previous secondary school teacher, Sam implements transferable skills of problem solving and embeds creative approaches to planning and reviewing client’s financial needs.
She is committed to building strong relationships with her clients, offering bespoke advice in areas such as savings, investments and retirement planning. Sam’s enthusiasm and up-to-date knowledge of the financial landscape make her a trusted partner for individuals seeking to secure their financial future.
Sam is a holder of the Level 4 Diploma in Financial planning and is planning to start the Level 6 Advanced Diploma and Chartered Status in the next 2 years.
Sam enjoys painting and drawing in her spare time and is an avid dog lover- especially her lovely Beagle- Gino.
