Sam Purnell
Paraplanner
Introducing Sam
Sam has been in the financial services industry since 2015, and is hoping to have his chartered qualification in November 2026. His responsibilities include researching various products, writing recommendation reports and cash flow modelling.
Tell me more
What do you enjoy most about your job?
Playing a key role in the planning process for clients and the variety in cases.
How do you like to spend your time outside of work?
Playing 6 aside football and the odd round of golf when my wife allows.
One thing that is guaranteed to make your day better…
When my 4 year old daughter wakes up in a good mood
What made you decide to do the work you’re currently doing?
I was drawn to financial planning because it combines analytical problem-solving with helping people make important decisions about their future.
What is one personal rule that you never break?
Always put plans in the shared calendar!
What would your specialist subject be on Mastermind?
OG Pokémon
Ready to take the next step?
Our first meeting is free of charge and without obligation. A Chartered Financial Planner will listen to your situation and explain exactly how we can help.