Sam works with future-focused, legacy-conscious families and business owners, helping them protect, grow and pass on wealth with clarity and confidence.
He advises on personal financial planning and investment management, creating tailored strategies that reflect each client’s circumstances, priorities and long-term ambitions. His work often includes investment planning, tax-efficient structuring, retirement strategy and wider intergenerational wealth planning, with a focus on helping clients maintain their desired standard of living while planning responsibly for the future.
Known for his thoughtful and personal approach, Sam believes effective wealth management should do more than improve financial outcomes – it should bring clarity, reduce complexity and support the life a client wants to lead. Whether the priority is preserving family wealth, planning for retirement, preparing for a business exit or investing in a way that reflects personal values, he works closely with clients to build strategies that are practical, considered and aligned with what matters most to them.
Sam joined Churchgates in 2016 after graduating with a first-class degree in Aeronautical Engineering from Imperial College London. He is a Chartered Wealth Manager and Chartered Fellow of the Chartered Institute for Securities & Investment, reflecting his commitment to the highest standards of professionalism and expertise.
His work has been recognised through inclusion in Citywire Wealth Manager’s Top 30 Under 30 in 2022, 2023 and 2024.
Outside work, Sam enjoys running, cycling and supporting Ipswich Town FC.
