Sam Holmes

Financial Planning Graduate

Role:

Sam supports our Financial Planning Administrators and Technicians by implementing our clients’ specific wealth management strategies, managing client data and liaising with investment providers.

What do you enjoy about your role?

What are you passionate about?

What do you like most about working for Fiscal Engineers?

What are your interests?

Little books – A balanced work environment

Promoting wellbeing and creating a place of productivity.

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