About Sam
I take pride in supporting our advisers and ensuring our clients receive the best possible advice.
I joined The Penny Group in 2025 as an Associate Paraplanner, bringing with me experience from the financial advice sector, which I’ve been a part of since 2022. Before this, I graduated with a master’s degree in economics and finance which provided me with a strong foundation for my career in financial planning.
I’m currently working towards my Level 4 Diploma in Regulated Financial Planning with the Chartered Insurance Institute, furthering my commitment to professional growth and enhancing the quality of service I provide.
