0292 227 9218
Based in Cardiff
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: November, 2023
4.8 out of 5
Checks carried out by VouchedFor
FCA Regulated
Sam and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct AuthorityLast checked: 19 April 2026
Sam and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
51
Recent Client Reviews
Sam has received 51 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Sam has received 51 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 2026
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 profileQualifications not yet added
Sam has not yet added their qualifications to their profile
Transparent Fees
Sam has added their fees to their profile. You can see them by clicking on the ‘fees’ tab belowSam 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
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sam (based on 7 first impressions)100% of users who are not yet clients had a positive first experience with Sam
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sam (based on 7 first impressions)
About
Sam is a Chartered Independent Financial Planner. He has worked in Financial Services since 2013 and joined Attivo in 2020. Sam holds the Advanced Diploma in Financial Planning and is a member of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).
