Sam has more than 20 years in financial services, working as a PA to directors.
She liaises with clients and product providers on Keith’s behalf, helping keep the firm’s back-office systems accurate and running smoothly.
Sam also provides support to Keith and the technical team as needed, contributing to the day-to-day efficiency of the office.
Outside of work, Sam enjoys reading supernatural and mystery stories, as well as exploring ancient myths and archaeology, particularly Egyptian.
She also loves crafting handmade projects, gardening with a focus on herbs, and cooking for family and friends.
Sam is married to Phil and has two cats, Pepper and Louis, along with their newest addition, a pup named Jack. Their favourite places are coastlines, where Sam enjoys searching for sea glass to use in her crafting projects.
Watching the waves with a cuppa and my dog.
Turkey / Filey, Yorkshire East Coast.
My pup, Jack.
Keith’s knowledge and passion are a game-changer for me and my clients.
“It gives me peace of mind knowing Keith takes such good care of my clients.”
It’s reassuring to know retirement doesn’t mean losing the life we love.
Keith’s advice has given me the confidence to plan for early retirement.
I feel reassured, supported and confident that my pensions are on track.
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