About

My reward is to successfully advise women how to attain financial independence and security for themselves and their families.

Sam Secomb, FPFS, Chartered Financial Planner

My name is Sam Secomb.

I have worked for over 30 years in the financial sector.  I am highly qualified and experienced in wealth maximisation.  Put simply: day in, day out, I get the best out of what people earn, own and hold.

However, I believe that simply ‘understanding’ financial planning is not enough for women and families.  Work, time-out for kids, education, leisure, pensions, investments: a whole portfolio needs to be tailored to ensure that each family can get what they want, when they need it.

Family financial goals

Making the decision to get a grip of your family’s financial goals is vital for future stability. I find it heartening to know that women are increasingly taking on that position.

The role of my team is to make sure you have thought of everything, and that you have the knowledge and advice to get the best results possible with what you have.

Our ambition is to maximise and protect what you earn, hold or own –  both now and into the future.

 

I have helped hundreds of women and men address their goals, maximising what they have worked so hard for as they go through life.

Rest assured, I am very highly qualified when understanding the financial needs of women and their families.

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