Sami is a Chartered Financial Planner with extensive experience helping clients in the run-up to, and throughout, retirement.
He specialises in guiding people through one of life’s biggest financial transitions, turning a lifetime of saving into a sustainable income that gives you the life you want to live.
Sami’s career began in Manchester, at pension provider AJ Bell, where he built a strong technical grounding in how pensions really work. From there he moved into advice, relocating to London in 2021. He gained Chartered status in 2022 and went on to achieve Fellowship in 2023, the profession’s highest level of qualification.
Sami enjoys the technical side of financial planning, but it only truly comes to life when he gets to turn the complex into the simple. Cutting through the jargon so his clients feel genuinely confident about their decisions and clear on the life those decisions are building towards.
Outside of work, Sami is kept busy by his Bernedoodle, Moose, and can usually be found taking long walks in one of London’s many parks with his partner Ella.
Retirement Planning
Giving people the ability and confidence to retire on their own terms and enjoy the future they’ve worked hard to build.
Inheritance Tax Planning
Because it is far more rewarding to see wealth passed on during a person’s lifetime, or to future generations, than lost unnecessarily to tax.
Helping People Live the Lives They Want
Money is simply a tool. Our role is to help people use it to achieve their goals and enjoy the life they want to live.
Tax Efficient Income
Helping people make their money work as hard as possible by utilising as many of the tax allowances as possible, even those they didn’t know they had!
Holiday destination?
Japan
Best thing you spent money on?
My dog, of course!
Spender or Saver?
Reformed Spender
Favourite book?
The Psychology of Money, Morgan Housel
Best Meal?
Neapolitan Pizza
