Following an honours degree at Cardiff University, Sam began his career in financial planning in London. He has worked in both financial research and technical analyst roles, before becoming a Financial Planner. Sam holds the Diploma in Regulated Financial Planning and specialist qualifications including the Certificate in Discretionary Investment Management, Award in Long Term Care Insurance, Certificate in Equity Release and Certificate in Mortgage Advice.

Sam is a founder of Stanbridge Wealth and is a keen advocate of providing independent and bespoke financial advice to enable clients to achieve their financial objectives. In many cases Sam advises multiple generations of the same family.