“A sound investment strategy relies on a lot of individual components coming together, and no one size fits all.”
- Locations
- Newcastle
Sam provides strategic investment advice to large multigenerational families, business owners and management teams. She works closely with colleagues across the business, including financial planners, portfolio managers and the banking team, as well as external lawyers and tax advisers.
She believes this team-based approach gives clients the confidence to navigate the increasing complexities of managing their hard-earned wealth, and provides her the freedom to design and manage truly bespoke tax-aware investment solutions across a broad range of financial products.
Sam has an Economics degree, is a Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities and Investment.