Sam has more than twenty years’ experience in the financial services industry. Sam worked as a Financial Advisor for a major high street bank from 2002. He specialised in working with high-net-worth individuals and learnt the value of building long-lasting client relationships in order to cultivate trust and confidence.
In 2010, Sam joined a leading independent financial planning company where he went on to become an Advising Director. He provided expertise across all facets of financial planning, and tailored financial solutions for a broad spectrum of private and business clients.
As the founding director of Worthington Financial Planning, Sam is passionate about his work. He believes that the key to successful wealth management is to take a flexible, long-term approach. He firmly believes that any financial plan should be reviewed frequently in order to maximise fluctuating market conditions and accommodate changing personal circumstances.