Sam has over 10 years’ experience within St. James's Place, helping professionals, business owners and families bring clarity and direction to their financial planning.
He understands that when time is limited, financial decisions can often be pushed down the priority list. By focusing on what matters most, Sam helps clients make smarter decisions and put a clear plan in place for the future.
Believing that good advice should feel simple, structured and genuinely useful, Sam is passionate about helping clients feel more confident and in control of their financial future.
Joining Chapel Wealth Management has allowed him to continue delivering that level of advice and support, with greater resources, a strong team behind him, and more time to focus on clients.
Away from advising clients, Sam can be found in the gym, playing golf with his family, friends and clients, or on holiday with his girlfriend.
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.