Sam is a Financial Planner at Progeny, who joined the firm in August 2018. He also has experience in a technical role as a Paraplanner and has a degree in Mathematics & Economics from Newcastle University.
Sam has completed the Diploma in Regulated Financial Planning and is on track to achieve Chartered status over the coming months.
He moved to Yeadon with his partner in September 2022, having lived in Leeds city centre for 3 years. He enjoys trying new restaurants and coffee shops, going on long hikes and travelling, especially to South East Asia, where has made multiple trips to countries including Thailand, Indonesia and Vietnam.