Sam Ogg FPFS
Independent Financial Adviser
About me
I started in financial services in 2005, building up a wide range of experience helping individuals, families and businesses in all aspects of their financial planning. I achieved chartered fellow status from the CII in 2020, reflecting my ongoing commitment to professional excellence and enabling me to provide highly detailed and thorough advice to my clients.
I aim to help clients fully understand their goals, priorities and objectives, through a thorough discussion of their circumstances and preferences. This allows any arrangements put in place work towards the long term financial plan.
I believe the the best outcomes come from considering the bigger picture, ensuring that investments, pensions, protection, tax planning, business interests, and legacy planning all work together as part of a coordinated strategy.
Outside of work I enjoy swimming and surfing with my family on the North Devon Coastline.