Sam Lane, Independent Financial Planner
Sam started in the financial services industry providing independent mortgage and protection advice for a leading regional estate agency across Bristol and Bath, having previously been a successful negotiator with the same firm.
He then joined a well-regarded wealth management business offering remote advice right across the UK. During his tenure there, Sam gained his Diploma in Financial Planning and is now working towards Chartered status.
Sam joined us in February 2020 as an Associate Financial Planner. His goal is to nurture lasting client relationships by providing clear, concise, personalised advice; helping clients make pragmatic decisions and ensuring objectives are met.
Outside of work he is a father to two young children and a keen sportsman. Sam also loves the coast and despises DIY.