Sam Holmes

Financial Planning Graduate


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?

I enjoy the challenging and varied nature of the work, with every day feeling valuable to my ongoing learning and professional development. It is great to feel like you are making a difference to both the clients themselves and the departments internally.

What are you passionate about?

It is important to me to feel like I am learning and improving whilst I work. It is also essential to me that I enjoy the job I am doing – it is important to come into work every day with a positive attitude and mindset.

What do you like most about working for Fiscal Engineers?

Working hard and being successful as part the team here is extremely rewarding. Everyone is always there for each other – the overall atmosphere at the firm is fantastic and I consider myself very lucky to be a part of it.

What are your interests?

I like my sports, particularly football. I’m very much into my films and TV also. Socialising with my friends where possible is always something I’m keen to do.

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