Sam Thompson
DipPFS, CeMAP
Sam has worked in financial services for 20 years, gaining a wealth of knowledge and experience. He provides a personalised, trusted and high quality service to his clients.
About
Sam began his Financial Services career 20 years ago, working for HSBC and Nationwide Building Society where he built long standing client relationships that are still in place today. In 2017 he took the opportunity to start his own Practice with St. James Place which has grown successfully over the past 6 years. In November 2023, he joined Capital Planning Partners who share the mutual desire to provide the best possible service to their clients.
The experience gained over the past 20 years has shaped Sam’s approach and values when looking after his clients. He believes clients should have a clear understanding of how their circumstances are now, and how they will look in the future which can only be achieved by building honest and long lasting personal relationships.
Sam lives in Hampshire with his partner Tracy, and son Alfie. In his spare time, when not walking his dog, Norman, or standing on the side of a football pitch he is a keen golfer.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
