Sam Satchwell
DipPFS
Sam joined Chewton Wealth Management in 2016 after completing his degree in Hospitality and Event Management at Les Roches International School in Switzerland. He subsequently joined the St. James's Place Financial Adviser Academy, graduating in 2018 with his Level 4 Diploma in Regulated Financial Planning.
Since qualifying, Sam has developed a significant and diverse client base, advising individuals and families across a broad range of financial planning needs. His approach centres around understanding what clients want to achieve and creating clear, long-term financial plans to help them work towards those objectives.
A key part of Sam’s advice is sophisticated cash flow modelling, helping clients visualise their financial future and understand the impact of the decisions they make today. His work encompasses investment, retirement, tax and inheritance tax planning, with a particular focus on bringing these different areas together as part of a considered overall strategy.
Alongside advising his clients, Sam plays a key role in the ongoing development and direction of Chewton Wealth Management. He continues to invest significantly in his professional development and is now just one examination away from achieving Chartered Financial Planner status.
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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.
