0330 038 8940
Based in Bromsgrove
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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: 03 June 2025
Sam is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Sam's status
6
Recent Client Reviews
Sam has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Sam has received 6 client reviews in the past 12 months; 100% of these have been verified
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: 16 February 2024
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.
Qualifications Uploaded
Sam has not yet added their qualifications to their profile
Qualifications not yet added
Sam has not yet added their qualifications to their profile
Transparent Fees
Sam has not yet added their fees to their profile
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Sam has not yet added their fees to their profile
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: 03 June 2025
Sam is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Sam's status
6
Recent Client Reviews
Sam has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Sam has received 6 client reviews in the past 12 months; 100% of these have been verified
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: 16 February 2024
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.
Qualifications Uploaded
Sam has not yet added their qualifications to their profile
Qualifications not yet added
Sam has not yet added their qualifications to their profile
Transparent Fees
Sam has not yet added their fees to their profile
Fees not yet added
Sam has not yet added their fees to their profile
I feel fortunate to be able to do what I love every day - helping clients meet their financial goals and realise their aspirations. Being a holistic financial adviser, I take into account the individual needs of each client at every stage of their life and devise customised plans accordingly. I believe that building long-lasting relationships with my clients is essential, and the key to that is taking the time to really listen and understand their unique situations and needs. My top priority is to ensure that my clients' objectives are met, and I am committed to working closely with them to achieve this.
£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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