Sam Curtis

Sam Curtis

The Private Office

Minimum savings/pensions: Over £250,000

0203 544 6810
Based in Maryland
View location
Top Rated 2026
Verified since: April, 2024
4.7 out of 5

93 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 11 July 2026

    Sam is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Sam's status

  • 25

    Recent Client Reviews

    Verified reviews: 100%

    Sam has received 25 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 07 April 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.

  • 4

    Qualifications Uploaded

    4 qualification certificates available to view

    Sam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Sam 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

  • 53

    Positive First Impressions

    98% of users who are not yet clients had a positive first experience with Sam

    98% of VouchedFor users have had a positive (4 or 5 star) first experience with Sam (based on 53 first impressions)

About

I started my career at The Private Office on the graduate scheme in 2021 and thus have experienced different roles across the business which has given me a great understanding of the processes behind the advice we give and given me exposure to the various subject matter experts we have. I support clients with an array of different financial planning areas including inter-generational planning, tax-incentivised investing, retirement planning and bespoke accumulation strategy planning.