Sam is a financial planner and has been at Xentum since March 2012. Sam has a wealth of experience looking after the interests of a wide variety of clients. However, his core, if not exclusive, client base are members of the creative industries.
“I ran my own business for years, so I have a thorough understanding of the needs of business owners. I have always been interested in personal finance, having studied economics at university and, having run my own business, working in financial services is a natural progression.”
To always try to help clients make smarter choices with their money.
Back to the team
Investments are an important part of what we do in the context of the overall picture. Most of our time is spent managing people’s money; making sure it works as hard as possible. First, we build a picture of where you are today in financial terms, then we look to where you’d like to be. Once we know that, we’ll build you a bespoke plan that will help you to realise your financial goals.
We strongly believe that financial advice should be available to anyone who wants it, and we’ll help wherever we can. As long as we think we can make a difference to your financial security we will find a way of working that works for you.
We have been in the marketplace for 13 years, we have a proven track record and have grown – and helped our clients to grow – through the recession. Our team have a range of specialisms but we all understand people’s concerns, know the financial markets inside out, and make people’s money work harder on a daily basis.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk The value of your investment and the income derived from it can go down as well as up and you may get back less than you originally invested.