Sam completed his apprenticeship in Business Administration at Herbert Scott in September 2017. He has since achieved his Certificate in Regulated Financial Services in July 2019 and is now working towards his Diploma.
Sam is one of our Financial Planning Assistant’s meaning he is a main point of contact for our clients. His responsibilities include preparing for and attending meetings, writing reports and updating clients’ cash flow plans.
Outside of work Sam is a keen musician with guitar being his favourite instrument. He also enjoys football, and is a keen follower of Brighton and Hove Albion.