0292 227 9219
Based in Cardiff
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2023
4.7 out of 5
Checks carried out by VouchedFor
FCA Regulated
Sam and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 March 2025
Sam and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
44
Recent Client Reviews
Sam has received 44 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Sam has received 44 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 29 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Sam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Sam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Sam has not yet added their fees to their profile
Fees not yet added
Sam has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Sam and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 March 2025
Sam and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
44
Recent Client Reviews
Sam has received 44 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Sam has received 44 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 29 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Sam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Sam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Sam has not yet added their fees to their profile
Fees not yet added
Sam has not yet added their fees to their profile
Sam graduated from the University of Wales Institute Cardiff with a degree in Accounting and Finance. Sam began his career at IAG in Sydney, he then worked for Hargreaves Lansdown when back in the UK. Sam began working for Robson Taylor IFA in 2017, who then joined the Fidelius Group in 2021. Sam loves to build relationships and provide quality, holistic financial planning. In his spare time Sam can be found outside, either playing golf, cycling or on the coast in his beloved Tenby.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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