Sam has been working for Bowmore Financial Planning since 2012, starting as an apprentice.
She provides administrative support to the Financial Planners as well as to the Administration Team Leader. Sam heads up the review service we provide to clients on an annual or six-monthly basis.
Tell me more
What do you most enjoy about your job?
Workflows, processing business and creating review documents.
How do you like to spend your time outside of work?
Being outside, reading, music, friends and family, animals and wildlife.
One thing that is guaranteed to make your day better…
What would your specialist subject be on Mastermind?
Music or animals.
Chief Executive Officer
Managing Director, Bowmore Financial Planning
Chartered Financial Planner
Chartered Financial Planner, Fellow
Administration Team Leader
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