Sam is our visionary. It is his belief in what the future of financial planning should look like which continually pushes the team to their maximum potential, ensuring that every client experience is second to none.

In 2016, he became Managing Partner, alongside Paul Adams and Steven Hodgson, the first non-advising member to become part of the leadership team. It is his endeavours which have enabled the company to be the successful, thought-leading firm that it is today.

He brings his endless enthusiasm, knowledge of the industry and extensive contacts though years of collaborating and coordinating with the best in the financial planning profession.

His vision is to raise the standards within the industry so that all have access to sound, holistic financial advice.



  • Holds a Diploma in Regulated Financial Planning
  • Is a member of the Chartered Insurance Institute

Meet with

Sam Tate

To meet with Sam, either call us on 01642 525050 or email