Sam Worthy
Sam joined Vintage in 2019 and is an authorised Independent Financial Adviser & Chartered Financial Planner who brings previous years’ experience working in the Financial Services industry. Sam primarily works with individuals and companies and takes pride in creating long term relationships with his clients by providing holistic financial planning and wealth management solutions. Prior to joining, Sam worked for a number of IFA firms as well as working offshore in the Far East & Europe providing investment solutions to IFA, Private Banking, Family Office and Trust company clients. In his spare time Sam enjoys playing golf and has a keen interest in F1. He also previously competed competitively in Triathlon and was picked for the Age Group team to represent Great Britain.
RECENT POSTS
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Probate and IHT: Helping families avoid the financial trap11/04/2024
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Budget 2024: Summary of key points19/03/2024
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Questions to consider about pensions and inheritance27/02/2024
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Overcoming retirement anxiety: Facing your financial future with confidence06/02/2024
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Sticking to your financial resolutions for 202409/01/2024