Meet our advisers

Sam Robinson

Sam Robinson

Sam Robinson CII DipPFS

Independent Financial Adviser

About me

I feel fortunate to be able to do what I love every day - helping clients meet their financial goals and realise their aspirations. Being a holistic financial adviser, I take into account the individual needs of each client at every stage of their life and devise customised plans accordingly.

I believe that building long-lasting relationships with my clients is essential, and the key to that is taking the time to really listen and understand their unique situations and needs. My top priority is to ensure that my clients' objectives are met, and I am committed to working closely with them to achieve this.


West Midlands