Director DipPFS, Tower House Wealth Management
Sam provides holistic financial planning advice to a wide range of sectors, specialising in the private client and SME marketplace. He is often involved in advice for owner managed SME businesses throughout the life cycle of the company – initially starting with all elements of personal and businesses protection, progressing to advice in relation to the reinvestment or extraction of profits and ultimately advice regarding the successful exit and subsequent income planning strategy for business sales.
The main areas that Sam covers are Protection, Investment, Retirement and Inheritance tax planning. He prides himself on having a professional and personal approach to working with clients and their families. Clients often comment on his ability to explain things in a simple manner, avoiding the complex language used in financial services.