Sam says the best part about his job is meeting people from all walks of life, understanding their objectives, and building a plan to help them hit those objectives. Every client has different needs and wants different outcomes, so no client is the same.

Sam's specialist areas are retirement and pension planning, and Inheritance Tax (IHT) and estate planning. This may encompass forecasting a client’s journey using cashflow modelling, which provides an indication of whether their objectives can be achieved, and if not, what we can do to help get them there. Sam also has a deep interest in the world of investments.

In his spare time, Sam likes to keep active, whether that’s running (mostly), or out exploring the British countryside. He aims to complete the six major marathons over the next few years, which also gives him the perfect opportunity to travel and explore new places.