Sam joined the Regentia team as an Independent Financial Adviser in January 2020. Sam is also a Chartered Tax Adviser and has over 25 years experience in dealing with private clients and business owners.
Sam is passionate about providing a personal service to her clients bespoke and unique to them. She believes in a holistic approach to creating a financial plan for clients to help them map their future through investment and tax planning.
Sam’s specialisms include retirement planning, personal injury and clinical negligence, divorce settlements, maximising tax efficient use of business profits and business exit strategy. Sam uses cashflow lifestyle planning to help clients plan for future events, ensure sustainability and ensuring efficient tax planning is at the core of a financial plan.