Sam Holmes

Financial Planning Technician
Nottingham
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Sam is a Financial Planning Technician, supporting the Financial Planners by creating tailored wealth management solutions for our clients and handling client queries.

Latest insights

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Investing
What are alternative investments and how can they help diversify a portfolio? 
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By Mark Lane
11 Nov 2026
Tax Return Services
Financial planning
The 2026 Budget – What didn’t change and why that matters…
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Nick_Parkes
By Nick Parkes
9 Nov 2026
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Financial planning
Beyond Budget Day: Why the cumulative impact of tax changes matters more than any single announcement
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