Sam Worthington

Sam Worthington

Worthington Financial Planning

Minimum savings/pensions: Over £250,000

0330 038 8940
Based in Sandy
View location
Top Rated 2025
Verified since: November, 2020
4.9 out of 5

261 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 27 March 2025

    Sam and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 54

    Recent Client Reviews

    Verified reviews: 100%

    Sam has received 54 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 26 February 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.

  • 1

    Qualifications Uploaded

    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 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

  • 39

    Positive First Impressions

    92% of users who are not yet clients had a positive first experience with Sam

    92% of VouchedFor users have had a positive (4 or 5 star) first experience with Sam (based on 39 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 27 March 2025

    Sam and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 54

    Recent Client Reviews

    Verified reviews: 100%

    Sam has received 54 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 26 February 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.

  • 1

    Qualifications Uploaded

    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 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

  • 39

    Positive First Impressions

    92% of users who are not yet clients had a positive first experience with Sam

    92% of VouchedFor users have had a positive (4 or 5 star) first experience with Sam (based on 39 first impressions)

I have been a financial adviser since 2002 having at first worked for a large retail bank as a tied adviser, latterly working with their high net worth clients. In 2010 I joined an independent financial adviser firm helping grow the firm into a highly successful business in my role as adviser and also company director. Worthington Financial Planning was launched in 2018 with the aim of using all my previous experience to create the best possible independent financial advice business. My client base is very diverse ranging from young professionals just starting their financial planning journey to much older clients completing theirs. I have a broad range of knowledge but I work predominantly with clients who are serious about making the most of their investments, pensions both pre and post retirement and mitigating inheritance tax. I also have solutions for mortgage and protection needs. I believe the key to being a good adviser is not just having a good level of technical knowledge but building long lasting relationship with mutual trust at the heart. My spare time tends to revolve around my wife and young sons as well as my passion for sport, especially cricket and football. Worthington Financial Planning Ltd is an appointed representative of In Partnership the trading name of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority. Trusts and Estate Planning advice are not regulated by the Financial Conduct Authority.

£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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Adviser Disclaimer

Worthington Financial Planning Ltd is an appointed representative of In Partnership the trading name of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority. Trusts and Estate Planning advice are not regulated by the Financial Conduct Authority. A PENSION IS A LONG TERM INVESTMENT. THE FUND VALUE MAY FLUCTUATE AND CAN GO DOWN. YOUR EVENTUAL INCOME MAY DEPEND UPON THE SIZE OF THE FUND AT RETIREMENT, FUTURE INTERESTS AND TAX LEGISLATION.