Sam Steward APFS

Chartered Financial Planner

Sam has been in financial services for over 8 years. He joined Smith & Pinching in 2021 as a Technical Analyst supporting the advising team. During his time in this role, Sam realised the impact and benefits that comprehensive financial advice could have on individuals and businesses alike and pursued further qualifications to successfully become a Chartered Financial Planner.

His goal is to help individuals and businesses understand their financial goals and implementing effective financial plans to achieve them. He believes in building strong relationships with his clients, ensuring they are given a complete understanding of their finances and what they can achieve with them.

Outside of work, Sam enjoys spending time with his family and friends. Sam enjoys travelling and is always keen to hear a recommendation for the next destination to visit. He enjoys keeping active whether in the gym or out on the golf course and is a keen follower of rugby union.