0330 038 8940
Based in Fareham
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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: 11 October 2026
Sam and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Sam has not received any client reviews in the past 12 monthsSam has not received any reviews in the last 12 months
Sam has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.Last checked: 24 September 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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Sam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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Sam has not yet added their fees to their profile
About
In 2013 I joined Les Roches International School in Switzerland, and spent the next 3 years studying towards my degree in hospitality and event management. This involved working in both the UK and Europe. In 2017, I joined the St. James’s Place Next Generation Academy as the starting point in building my career as an adviser, and in October 2018 successfully graduated from the academy and achieved my level 4 Diploma in Regulated Financial Planning. Now as an established adviser in my 6th year of advising, providing ongoing professional advice to existing clients as well as introducing new clients to the Practice. 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. Auto-Enrolment products are not regulated by the Financial Conduct Authority. 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 30/09/2025
