0330 038 8938
Based in Wolverhampton
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: May, 2022
4.9 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: 09 September 2026
Sam and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
16
Recent Client Reviews
Sam has received 16 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Sam has received 16 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: 01 June 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
Sam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below4 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 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
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sam (based on 9 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 9 first impressions)
About
I’m a Chartered Financial Planner and Director at Bank House Financial Planning, where I’ve been based since 2017. I have been practising since 2018 and I hold the the CII Advanced Diploma in Financial Planning (APFS). Outside of work, I’m a huge football fan and hold a season ticket at Wolves. If I’m not at Molineux, I enjoy studying languages, skiing and travelling. I’m also a big foodie and love cooking.
