Sam has been working in the financial planning & wealth management industry since 2018, having started as a junior paraplanner after graduating from his MSc Economics. Sam is a Chartered Paraplanner and is currently working towards Fellow status with the CII.
Sam’s role is to research and prepare financial plans for Clients, and to support financial planners with their recommendations. Sam directly supports Finura’s CEO Nathan with advisory work for his Client bank, and is working towards becoming a Chartered Financial Planner in his own right.
Sam is a firm believer in the benefits of Lifestyle Modelling-led financial planning, noting the transformative impact this can have to bring clarity to Clients’ financial affairs and contextualise planning around their life goals.
As a keen sportsman, Sam can often be found at the running track or squash court (if not away skiing or watching rugby) and, when not exercising, is likely to be in the kitchen pursuing his other passion, cooking.