Sam W. Email & Phone Number

Since landing my first job as an administrator in the financial services sector in April 2015 it became clear that I wanted to further my career in the industry and I therefore began studying to complete the level 4 diploma in regulated financial planning and obtained the DipPFS designation having passed all of my exams at the first attempt.In 2019 I began working alongside the managing director at that time to develop my advice and guidance process and since then I have advised new and existing clients in relation to a number of areas including but not limited to pensions, investments, tax planning and protection and with a focus on holistic financial planning.I enjoy the variety that every individual case brings and strive to ensure that the client is getting the most suitable advice to meet their specific needs, whilst ensuring they are completely comfortable with and clearly understand any recommended course of action. I am comfortable with both generating new business as well as retaining and servicing existing clients to a high standard.