Sam Durling

I am a holistic financial planner with an experienced coaching and professional sports background, helping families, self employed individuals and business owners plan for a bright financial future. I keep my 3 core values at the heart of everything I do. ~ Family ~ Freedom ~ Choice Financial planning does not have to be complex, in fact it’s about finding out what your why is, understanding where you are now and where you want to get to. Then building a realistic and achievable plan around your own values and what’s important to you. I believe that there is no one size fits all solution, in fact everyone’s situation is unique. Taking the time to understand you and your why, your goals and aspirations allows me to produce a personalised strategy that not only maximises the chances of success but also enables you to have the freedom, choice and family life you wish for. I have a proven track record in building long lasting relationships not only with you, but your family, friends and the people that are important to you. Navigating through the good and bad times, the ups and downs along the way is all part and parcel of not only your financial journey but life as well. I am able to provide you with investment strategies, retirement planning solutions, help you protect you and your loved ones when you need it most, estate planning and complex tax considerations. If you have any questions or would like to speak with myself feel free to message me or contact me via phone or email. I work as part of Watch Oak Private Wealth, a Partner Practice of St. James’s Place Wealth Management. At Watch Oak Private Wealth, integrity, professionalism, and client satisfaction are at the core of everything we do. Watch Oak Private Wealth is a trading name of LBWM Ltd. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 15/04/2025