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Sam Curtis
Sam Curtis
About
Sam is an Associate Financial Adviser at The Private Office, working in London but also covering areas such as Reading, Southampton and Worthing. As a diploma-qualified financial planner, he provides individuals and families with confidence and clarity over their financial situation, both in the present and supporting them in achieving their longer term financial ambitions. His clients see him as a partner in all their financial decisions, empowering them to make fully informed decisions which are tailored to them.
Sam’s experience includes intergenerational planning, tax-incentivised investing, retirement planning and bespoke accumulation strategy planning. He is an advocate of lifetime cash flow planning and find this an essential tool in helping his clients realise what they can do now to secure their financial future as well as the opportunities they may have both now and in retirement.
Having started his career at TPO on the graduate scheme, Sam has experienced different roles across the business. This has provided him a greater understanding of the processes behind the advice, as well as exposure to the various subject matter experts within the business. Currently he is working towards Chartered accreditation.
Sam is qualified in financial planning and investment management, and keeps up to date with financial planning legislation as part of his ongoing professional development. He also holds a degree in Politics, History and International Relations from Loughborough University.
Outside of work, Sam’s major passion in life is sport and he captains his local hockey club and plays cricket in summer. He is also a keen runner and can be seen running along the side of the Thames in central London.
Areas Of Expertise
- Cash flow forecasting
- Retirement planning
- Intergenerational planning
Qualifications
- Diploma in Regulated Financial Planning
- Diploma in Discretionary Investment Management
- Certificate in Securities Advice and Dealing
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Sam works from our office in central London and covers areas such as:
London new adviser locations
London new adviser map
- Stevenage
- Cheltenham
- Canterbury
- Worthing
- Southampton
- Swindon
- Oxford
- Norwich
- Nottingham
- Birmingham
- Peterborough
At a glance
- Diploma qualified financial planner
- Working in financial services since 2021
Sam was absolutely amazing, he had a wealth of knowledge that he was very happy to share, he was incredibly professional but also friendly. He managed to turn around a cash flow model and meeting with us in only 24h as I had a tight deadline to hit for a major decision. I genuinely can't imagine anyone getting more out of a financial adviser!
April 2024
Very professional, polite and a pleasure to deal with.
April 2024
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view Sam's personal listing in the Adviser Directory by visiting the link below, which confirms they are authorised and qualified to advise you.
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society.
The Private Office is a Chartered Financial planning firm, publicly committed to a customer-first approach and values that align with a professional Code of Ethics.
We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.
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Meet our expert team
Our team members have extensive experience in the UK financial and investment industries and our in-house specialists can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.