Our
Team

 

01275 370 670
https://www.linkedin.com/in/samuelholmes91/

Sam Holmes

Financial Planner

“Working for Paradigm Norton has given me the opportunity to positively impact the lives of clients, by changing their perspective of, and relationship with, money.”

Sam joined Paradigm Norton in 2016, having previously worked as a Financial Analyst in London, across both the Financial Services and FMCG sectors.

Sam graduated in 2014, with a 1st class honours degree in Business Management with Finance. He also holds various further professional qualifications, including the Diploma in Regulated Financial Planning and the Investment Management Certificate (IMC).

Deputy chair of the Paradigm Norton Investment Committee, he is passionate about delivering optimal investment solutions to help clients achieve their personal life goals and objectives.

Day to day, Sam delivers holistic financial planning and advice, encompassing wealth management, retirement and tax planning, to a wide range of private clients and trusts with unique needs and circumstances.

Outside of work

Sam is an avid football fan and enjoys all aspects of the game; following the Premier League, playing in the 5 a side team and a complete fantasy football addict. This isn’t a huge surprise, as Sam has a keen interest in all things sport, health and fitness. As one of our office millennials, Sam embraces the wellbeing lifestyle – both mentally and physically.

Speak to a member of our financial planning
team today on Bristol 01275 370 670
or London 020 7269 7960.

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