Pension & Investment Adviser
Sam Barr-Worsfold (DipFA) is a core member of our Wealth Team. As a Financial Planner, it's Sam's job to look at your finances in the round and come up with solutions to improve your retirement and financial future.
- Income Protection
- Life Insurance
- Critical Illness Cover
- Financial Planning
Quick Fire Questions
What animal are you?
Favourite Song / Artist?
Biggest Life Lesson
The journey of 1,000 miles begins with one step
Sam is committed to providing holistic advice to a variety of individuals, from manual tradesmen to company directors. He offers advice across the spectrum, from insurance to wealth, acting as a one-stop-shop for your financial needs.
Sam has a degree in Politics and Sociology BA (Hons) 2:1, Accredited Certification in Financial Protection R05, Diploma in Financial Advice (DipFA), Sandra Winn Academic Achievement Award.
He has an extensive background in Banking and Finance previously worked for Santander UK. Before this he worked in the telecommunications industry, offering communication products to businesses.
What else does Sam do?
Sam is a keen sports enthusiast. From watching it to playing it, you'll never catch him missing any major sporting events. Although Sam is keen on his fitness, you'll still catch him at the pub with his mates discussing politics and joining the odd pub quiz, or catching a movie with his partner.