Sam joined Boolers in September 2021 following 8 years working in Financial Services across two firms.
Sam is fully qualified and obtained his Diploma in 2017 and is presently on course to obtain Chartered status. His day-to-day role encompasses helping Private Clients and Business Owners achieve their financial goals through building long term relationships.
Get to know Sam
Sam is a Leicester Tigers season ticket holder and enjoys playing golf in his spare time. Outside of work Sam enjoys travelling with his girlfriend, running and keeping fit generally.
Likes
Watching/playing most sports, films, reading and socialising with friends.
Dislikes
Traffic, cherries and bad coffee.
Further important information
Every financial adviser and planner in the UK must be registered with the Financial Conduct Authority (FCA). They also need to hold a valid Statement of Professional Standing (SPS), which confirms the holder has adhered to a code of ethical standards, has the required qualifications and has completed appropriate on-going personal development.
We believe that all advisers should be as open and transparent as possible. Therefore, please find links to Sam’s:
