Sam has worked within banking for over 30years; covering a multitude of jobs, ranging from cashiering to managing a branch, however she has always relished the role of financial adviser.
She looks forward to getting to know her clients on an individual basis and is committed to building enduring relationships as a trusted adviser. She believes independent financial planning is the key to providing true holistic advice and this is the sole path to treating clients in a fair and honest way.
Sam can be contacted directly on 07866 422777 or via email
‘Pensions are very complicated and Sam took the time to ensure I understood all my options and implications. Asking me at every step of the process that I understood was comfortable.’
‘Sam has become our trusted adviser who demonstrates her acceptance of the responsibility of managing our finances to give us the security and quality of life for our retirement.’
‘Sam has gone out of her way to make us feel comfortable about the investments she has recommended and has provided an excellent service.’
‘I found my adviser was thoughtful, listened carefully to my needs and concerns and explained fully all her suggestions. she was also very professional but also friendly and approachable. She demonstrated a very sound understanding of the issues concerned.’