Sam’s approach is centred on understanding what matters most to each client and providing tailored advice to help them achieve their goals, whether that’s growing wealth, protecting loved ones or planning for retirement. 

Sam helps his client’s day to day with:

· Investments - helping you grow your wealth, through an investment strategy aligned to your objectives and attitude to risk.

· Retirement Planning & Pensions – helping you make the most of your pensions and create a clear plan for retirement.

· Protection - helping protect you, your family or your business against life’s unexpected events through appropriate insurance solutions.

· Tax efficient planning

·  Estate planning

·  Financial planning for business owners and the self-employed

Sam holds a BSc (Hons) in Banking & Finance from the London Institute of Banking & Finance and has completed the SJP Financial Adviser Academy. Prior to joining Atherton & Associates, he gained experience in banking, investment management and corporate finance, which has given him a strong understanding of financial markets and personal financial planning.

Outside of work, Sam enjoys playing cricket, keeping active and spending time with family and friends. He enjoys building long-term relationships with clients and takes pride in providing clear, straightforward advice that gives them confidence in their financial future.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.