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Sam Williams

Sam qualified as an adviser in 2018 and attained Chartered Status in 2023 after completing the Advanced Diploma in Financial Planning. He has been integral to the succession planning Trident have undertaken in recent years and has become one of our established team of Chartered Financial Planners, continuing to show the personality and qualities to remain a key adviser for years to come.


Sam is sociable with a large network of friends and a close-knit family background. A keen sportsman, Sam is a Chelsea supporter and enjoys watching all sports and playing golf to a decent standard. 

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Chartered Financial Planner

APFS DipPFS BSc (Hons)

0118 402 7088

The Rest Of The Team

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Operations Manager & Trainee Financial Planner

Vikki Kempson of Trident Finacial Planning


Kimberly Flanders of Trident Financial Planning


Janet Garatt of Trident Financial Planning


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Trainee Paraplanner

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