Sam joined Bestinvest from Fidelity in June 2004. He now heads up our Investment Advisory team whilst maintaining a small number of advisory clients.
A Chartered Member of the CISI (Chartered Institute for Securities & Investment) and a Chartered Wealth Manager, Sam holds both the Certificate in Investment Management and CISI Diploma.
Under Sam's stewardship the Investment Advisory team has won the Money Marketing Best Investment Adviser 2010 and Professional Adviser Investment Advisor of the Year 2012 awards. This is an achievement that he feels is recognition for the underlying principle of the Bestinvest Investment Advisory Service.
"Two things which have always underpinned our Investment advisory service are fiercely unbiased personalised investment advice and a commitment to aligning our interests with those of our clients".
- CISI Diploma
- CISI Diploma in Investment Compliance
- CISI Certificate In Investment Management
- Chartered Wealth Manager
- Chartered Member of CISI