Sam Lockie MCSI
Independent Financial Adviser
About me
I started my career in financial services with AFH in 2016, over that time I have gained broad experience across investments and financial planning before becoming an Independent Financial Adviser.
I work closely with clients to understand their priorities, concerns and long-term ambitions, then build tailored financial plans designed to support both their financial objectives and wider life goals.
My advice covers areas including investments, pensions, protection, retirement planning and estate planning. Above all, my aim is to help clients feel informed, reassured and confident about the future.
Outside of work, I’m a keen sports fan and enjoy football, Formula 1 and ice hockey, where I’m a Coventry Blaze season ticket holder. I also enjoy running and regularly take part in 10k and half marathon events.
Location
West Midlands, Worcestershire, Warwickshire, Gloucestershire, Oxfordshire