0203 544 6810
Based in Oakleigh-Park
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: February, 2018
5 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: 15 April 2025
Sam and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
18
Recent Client Reviews
Sam has received 18 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Sam has received 18 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: 17 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.
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
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: 15 April 2025
Sam and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
18
Recent Client Reviews
Sam has received 18 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Sam has received 18 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: 17 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.
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
I have recently turned 40, am married to Laura and we live in North London with our three daughters. My background is a little different from the average financial adviser. I left school at 16 to pursue a professional football career. I retired at 26 after deciding it was time to get married, start a family and pursue a new vocation. That vocation became financial planning. I am a Chartered Financial Planner, i’m studying to become a Certified Financial Planner and aims to be a Fellow of the PFS before turning 45. As Managing Director, I set the vision for Engage & champion our commitment to better client outcomes.
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
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