0330 038 8939
Based in Yeovil
View locationChecks 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 Authority
Last checked: 02 January 2026
Sam and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
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: 14 October 2025
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
19
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sam (based on 19 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 19 first impressions)
I have over 25 years experience giving advice to both business and personal clients throughout the South West. I feel the most important thing is to understand the needs of you, your family and your business. I am looking to build relationships, by us getting to know each other. I want you to trust, that I will be there for you whenever you need me, and I will always have your interests at heart. I specialise in retirement, investment and inheritance tax planning, and also all areas of protection. I offer face to face meetings either at your home, business, at a local private office, at a time to suit you. The initial meeting is free of charge and you will be under no obligation. There is a charge for advice, but costs involved are clear, transparent and very fair. Having worked for a large multinational throughout most of my career I decided in 2016 to set up my own business where I can set my own standards, deliver a truly independent whole of market proposition and service clients how they want to be serviced over the longer term. I live just outside of Yeovil with my wife Nicola and our 3 children, Jess, Josh & Izzy, along with our dog Bailey. I enjoy sports and have been a long term season ticket holder at Yeovil Town FC.