Sam Barrie

With over 12 years international industry experience in Asia, Sam is highly knowledgeable in his field and adopts a dedicated personal approach when working with all his clients. His priority is finding the most suitable solutions to their financial planning needs, then regularly reviewing every aspect of their portfolio, tax liabilities, any changes to personal circumstances, and future financial goals. He prides himself in his ethical approach to financial planning, striving to raise the standards of the industry in Asia.

Sam is UK qualified to FCA standards and is proud to have achieved Chartered status. He has passed 22 professional examinations and holds the Advanced Diploma in Regulated Financial Planning (APFS) through the Chartered Insurance Institute (CII), as well as the Certificate in Securities Advice and Dealing (CertPFS (Securities) and Certificate in Discretionary Investment Management (CertPFS (DM).As a certified member of the CII, Personal Finance Society, and Singapore College of Insurance, Sam adheres strictly to their codes of conduct and best industry practices.

Having worked for a marine conservation in Fiji prior to his degree, Sam developed a love of Scuba Diving and enjoys visiting the local dive sites SE Asia has to offer when he gets the chance. Sam is keen on a number of sports and can often be found cycling around Singapore, on the tennis court, or in the gym. He also enjoys music and plays the guitar and piano.