Sam is a Senior Paraplanner at Applewood and currently holds a Diploma in Financial Planning. Sam joined Applewood in January 2013. She has been working in the financial services industry since 2004 having previously worked for another IFA. Sam's role within the company involves research, report writing and training other team members. Sam is also able to give advice when David, Alex and Mark are unavailable.
Outside of work, Sam enjoys spending time with her family and socialising with friends.Back to team
"I find him (David) reliable, dependable, hard working and extremely professional. In our meetings he has the ability to explain sometimes complicated financial matters in a clear, concise and convincing manner. Furthermore, if I have a problem he willingly makes time to address my concerns."
CJ of Newcastle-under-Lyme
"Alex provided me with excellent advice for investing my pension pot without too much of a risk but still providing me with an income similar to what an annuity would have done, and leaving me with options for future needs. He gave honest and easy to understand advice and I am absolutely happy with the value for money service."
JT of Cheshire