Sam has worked in the financial services industry for over a decade. He began his career at Suffolk Life and then moved to major UK investment management companies, Tilney and then Rathbones. Sam has a wealth of financial planning experience and at Vie International, he specialises in providing pension, inheritance tax and cashflow planning for US and UK connected clients.
Sam is an authorised Financial Advisor who holds the Diploma in Financial Planning (DipPFS). He is currently finishing his Advanced Diploma which will see him achieve Chartered and Fellow status with the Personal Finance Society.
Outside of work, Sam regularly gives his time for Muscular Dystrophy UK where he frequently volunteers and fundraises. He is also a keen runner and uses this as an excuse to travel and race in different countries.
Vie International Financial Services Ltd is authorised and regulated by the Financial Conduct Authority. Check the background of this company and/or person on the UK’s Financial Services Register.