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

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.

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.

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.

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.