0330 038 8939
Based in Towcester
View locationChecks 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: 07 April 2025
Sam is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Sam's status
Recent Client Reviews
Sam has not received any client reviews in the past 12 months
Sam has not received any reviews in the last 12 months
Sam has not received any client reviews in the past 12 months
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: 04 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.
2
Qualifications Uploaded
Sam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 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 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 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: 07 April 2025
Sam is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Sam's status
Recent Client Reviews
Sam has not received any client reviews in the past 12 months
Sam has not received any reviews in the last 12 months
Sam has not received any client reviews in the past 12 months
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: 04 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.
2
Qualifications Uploaded
Sam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 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 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 want everyone to experience proper financial planning, this should lead them to improved financial wellbeing. I can help you deal with your important financial issues; namely, how much is enough to feel financially secure and able to live on your existing financial resources with confidence. My aim is to keep things simple and remove the hassle of managing your financial affairs so you can enjoy your life. As a Chartered Financial Planner, you can rest assured that I'll be working with your best interests in mind.
£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
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Savings
Age group
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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