Sam joined Goodmans in 2017 to foster his career in financial planning after two years’ experience in financial services. Sam pairs skills in finance, pensions and investments with a strong desire to provide excellent service and achieve the best possible outcomes for clients.
Sam helps clients by simplifying complexities around their finances – it’s with genuine care and due diligence, combined with his logical approach and an eye for the finer details, that Sam helps clients see the bigger picture.
When he’s not seeking out a rollercoaster or theme park, Sam enjoys walking trails around Bovey Tracey and exploring the surrounding coastline with his partner, Shelby, and their dog, Dexter. His favourite quote is “You only live once, but if you do it right, once is enough!” from Mae West – a sentiment that translates well to helping Goodmans clients make the most of retirement.