Sam Nicholls DipPFS

Sam graduated from the University of Exeter with an Upper Second Class degree in Economics and Politics. Prior to joining wealth management, he trained and worked as a Chartered Accountant in London. Specialising in mergers and acquisitions, he brings an analytical, value-based approach to our Wealth Management 360 offering.

Sam is qualified as an Investment Manager having obtained the Diploma in Financial Planning and the CII Discretionary Management Certificate.