Sam graduated with a degree in Mathematics and Finance from Leeds University before joining his family’s manufacturing business in Leicestershire, where he worked closely with key clients, focusing on delivering outstanding service. Sam’s career in financial services began in 2017 at Pole Arnold Financial Management, where he worked closely with the company’s directors, gaining a wealth of experience and building trusting relationships with clients in his role as a client relationship manager.
After the business was acquired by Mattioli Woods, Sam became a member of the broader Mattioli Woods family, which shares his commitment to a client-centred vision. As a Wealth Management Consultant, Sam enjoys working closely with clients to develop tailored financial planning strategies and strives to deliver the highest standard of service, using a wide range of wealth management solutions to meet each client’s individual objectives.
Outside of the office, you can often find Sam on the golf course trying to improve his game and he is also an avid skier and mountain biker, having spent time living in Austria and Canada.
