Sam endeavours to offer his clients a consistently high level of personalised service with a focus on building long-term relationships as their Financial Adviser. Key areas of interest and expertise for him lie in Investment Planning, Pension Planning, Life Assurance, Mortgages and Estate Planning. Having joined the St. James's Place Academy in October 2012 Sam graduated in 2013 with his Diploma for Financial Advisers and joined the Diss Practice of Stephanie Hare. In April 2019, Sam was appointed alongside Eleanor and Beckford & Lewis Financial Planning was established.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Sam primarily covers Norfolk, Suffolk, Cambridgeshire and Essex but will happily travel further afield should clients require him to do so. Sam believes that all clients, and potential clients, individual financial circumstances are equally important and he prides himself on offering the same level of service regardless of the amount involved.
Born in Norwich, Sam went to Hartismere School in Eye and currently lives in Norfolk with his wife. He worked in the insurance industry for Aviva for two years before joining the St. James's Place ‘Next Generation Academy’ and he is very proud to be a graduate of the academy and part of a new generation of young financial advisers. Away from work, his main interests lie in travel. He has a passion for food, both eating and cooking. He also has a great love of art and literature especially film both modern and old classics.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.