0203 544 6810
Based in Maryland
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 11 March 2025
Sam is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Sam's status
5
Recent Client Reviews
Verified reviews: 100%
Sam has received 5 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 08 October 2024
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.
4
Qualifications Uploaded
4 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 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
17
Positive First Impressions
94% of users who are not yet clients had a positive first experience with Sam
94% of VouchedFor users have had a positive (4 or 5 star) first experience with Sam (based on 17 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 11 March 2025
Sam is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Sam's status
5
Recent Client Reviews
Verified reviews: 100%
Sam has received 5 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 08 October 2024
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.
4
Qualifications Uploaded
4 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 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
17
Positive First Impressions
94% of users who are not yet clients had a positive first experience with Sam
94% of VouchedFor users have had a positive (4 or 5 star) first experience with Sam (based on 17 first impressions)
I started my career at The Private Office on the graduate scheme in 2021 and thus have experienced different roles across the business which has given me a great understanding of the processes behind the advice we give and given me exposure to the various subject matter experts we have. I support clients with an array of different financial planning areas including inter-generational planning, tax-incentivised investing, retirement planning and bespoke accumulation strategy planning.
Offers available through VouchedFor
Contact Sam through VouchedFor and your initial 30 minute 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
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