Sam is a Senior Paraplanner at Applewood Independent and currently holds a Diploma in Financial Planning. Sam joined Applewood in January 2013. She has been working in the financial services industry since 2004 having previously worked for another IFA. Sam’s role within the company involves research, report writing and training other team members. Sam is also able to give advice when David, Alex and Mark are unavailable.

Outside of work, Sam enjoys spending time with her family and socialising with friends.