Sam Puckey
Paraplanner
Professionally
Sam started at Smith & Wardle as an Office Assistant in 2022 but has since completed an apprenticeship to earn his Level 4 Certificate in Paraplanning.
He previously worked in pensions administration for Liverpool Victoria and decided to shift to the advice side of the industry after finishing a degree in Business Studies at the University of Hertfordshire.
Getting involved with client’s cases and building up pictures of what they can achieve is at the heart of paraplanning and Sam enjoys the journey of piecing together a client’s circumstances and what solutions Smith and Wardle can bring.
Personally
Away from the office, Sam enjoys running with the local running club, following football, and going up to Anfield to watch matches with his dad and brother. Sam also likes to cook and makes a mean carbonara. He also enjoys gaming and relaxing with a podcast.
Smith & Wardle Financial Planning is a trading name of Smith & Wardle Financial Consultants LLP (OC398850). Registered in England and Wales, our registered office address is Suite B, Gloverside, 23-25 Bury Mead Road, Hitchin SG5 1RT.
We are authorised and regulated by the Financial Conduct Authority (FCA) under registration number 912090.
The content of this website is meant for information purposes only, and does not constitute advice. The value of investments can fall as well as rise, utilising investment products places capital at risk.
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Suite B, Gloverside
23-25 Bury Mead Road
Hitchin
Herts
SG5 1RT
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