Sam joined NFM in 2026 as a Senior Financial Planner, having previously worked as a Senior Financial Adviser for a national IFA. In that role, he not only managed his own clients but also helped develop and train the next generation of advisers, something he found particularly rewarding.
NFM’s commitment to delivering a genuinely first-class client experience, combined with the family feel of the business, immediately stood out to Sam and made the move an easy decision at the start of 2026. With a practical, down-to-earth approach, Sam focuses on creating clear, personalised plans that give clients confidence both now and, in the years ahead.
Away from the office, Sam loves misery as he is a proud Welsh Evertonian which means his weekends are often ruined by sport. Thankfully, his labradoodle Poppy more than makes up for it and is frequently the first thing clients ask about when they see him.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.