Paraplanner

Meet The Team

  • Sam Kay

    Paraplanner

    Sam has worked in financial services for 15 years and provides paraplanning and research support to help clients achieve their financial goals. Sam is an integral part of the team when coming to formulating financial plans and reports in a way that’s simple, clear and in a language our clients can understand. When not in the office, Sam enjoys yoga, the adrenaline of quad biking and relaxing with her two tortoises and her cat!