Sam Williams

Sam joined Trident in November 2016 having graduated from Loughborough University. Sam has since gone on to achieve his ‘Diploma in Financial Planning’ and is now working towards his Chartered status.

 

Sam qualified as an adviser in 2018 and now actively advises clients on their financial requirements and objectives. Initially, Sam worked under the Financial Planners in a paraplanning role, which provided the perfect grounding. Following this, Sam has become one of our established team of Financial Planners and continues to show the personality and qualities to remain a key part of the team 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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Financial Planner

DipPFS BSc(Hons)

0118 402 7088

 

sam@tridentfp.co.uk

The Rest Of The Team

Vince Reeves - Photo Aug 2019.jpg

Director

Tom Lush - Photo Aug 2019.jpg

Operations Manager & Paraplanner

Vikki Kempson of Trident Finacial Planning

Administrator

Kimberly Flanders of Trident Financial Planning

Administrator

Janet Garatt of Trident Financial Planning

Administrator

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Administrator