BSc (Hons), DipPFS Diploma in Regulated Financial Planning
Trainee Financial Adviser
Following his studies at the University of Bristol, Sam joined MHA Caves Wealth in early 2021 as a graduate trainee. He has since spent time across the administration and paraplanning departments, gaining valuable experience of the industry. He has obtained the level 4 ‘Diploma in Regulated Financial Planning’ and is looking forward to continuing his studies towards Chartered status.
Sam has recently moved into a Trainee Adviser role, where he supports the senior members of the financial planning team, as they provide advice on a range of areas including investments, pensions, inheritance tax mitigation and protection arrangements.
He has recently moved to Putney and is currently based out of the MHA London office in Moorgate, as the MHA Caves Wealth team continues to expand and integrate within the wider MHA group.
When not in the office, you are most likely to find Sam in and around North London, supporting his beloved Arsenal football club. He also likes to keep fit in the gym and gets involved in a range of sports, as this allows him to explore his passion of enjoying good food and the “occasional” drink in the pub with his friends.