Sam joined the firm in November 2013 as a trainee investment advisor in the investment department. Sam completed his studies with the Chartered Institute for Securities and Investment in May 2014, notably gaining 100% in his Integrity Matters assessment. Sam is now fully approved by the Financial Conduct Authority for the provision of Investment Advice and works closely with Ian Mellor and John Atkinson.
Sam has a proactive and meticulous approach to his work and is dedicated to achieving and maintaining a positive relationship with both colleagues and clients.
Sam enjoys fitness and tennis in his spare time and has a strong interest in political and economic affairs.
ACSI – Associate Member of the Chartered Institute for Securities & Investment
Office: North Street, Chichester.