Chartered Wealth Manager, Chartered Fellow CISI

Following 11 years of service in the Army Sam qualified as a Chartered Wealth Manager and began her career in financial services as an Investment Manager in large FTSE organisations, looking after a broad variety of clients and their investment portfolios.

Sam then spent several years in senior management positions within financial services where she crafted her commercial, coaching and business consultancy skills before deciding to set-up her own financial planning practice as she could see a space for her experience and approach. This approach can be summarised using three words: Personal, Professional and Profound.