0131 268 0099
Based in Edinburgh
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: March, 2020
4.7 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Sam is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Sam's status
Last checked: 06 April 2025
Sam is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Sam's status
36
Recent Client Reviews
Sam has received 36 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Sam has received 36 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 04 July 2022
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
Sam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Sam has provided information on their typical fees
Sam has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sam (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with Sam
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sam (based on 4 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Sam is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Sam's status
Last checked: 06 April 2025
Sam is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Sam's status
36
Recent Client Reviews
Sam has received 36 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Sam has received 36 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 04 July 2022
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
Sam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Sam has provided information on their typical fees
Sam has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sam (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with Sam
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sam (based on 4 first impressions)
I am a Chartered Financial Planner with 9 years tenure in the financial services industry. I am honoured to be in a position to engage with my clients on a personal level, understand their needs and aspirations, before providing holistic financial planning and wealth management advice to structure their affairs optimally towards these goals. As their trusted adviser I provide my clients with a proactive and strategic advice service to ensure their existing structures and plans continue to deliver
Offers available through VouchedFor
Contact Sam through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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).
About Sam's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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