Sam Puckey

Trainee Paraplanner

sam@smithandwardle.co.uk

01462 420544

What does financial planning mean to me? Financial planning means looking beyond money, helping clients get the best out of their lives with our guidance.

Professionally

Sam has worked in pension administration prior to joining Smith & Wardle for two years. Sam then decided to further his education and study Business Studies at the University of Hertfordshire achieving a 1st.

Day-to-day, Sam’s role is varied as he continues to learn new ways to help his colleagues. Sam supports our advisers with research tasks for their clients.

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.

In the spotlight

On an ideal weekend, you can find me

Watching some football, going out for a run, and seeing my parents and their pets

My favourite holiday destination is

Going to Germany with my girlfriend and seeing her family in Bavaria and Saxony

My favourite song to play in the car is

Better Off Alone – Alice Deejay

The first album I bought was

Sadly, I’m too young to buy a physical album. Sorry!

If I could be any fictional character, I would be

Super Mario – so I can go kart and play sport all day

If I could turn any activity into an Olympic sport, I would win a medal in

Snacking

When the dessert menu arrives, I’m looking for

Tiramisu, chocolate fondant, or sticky toffee pudding

The three qualities that draw me to new people are

Humour, similar interests, and reliability

My pet peeve is

Bad drivers (especially people who don’t indicate!!)

The best gift I’ve ever received is

My watch I received for my 21st birthday

The three people at my dream dinner party would be

Jurgen Klopp, Ben Howard, and Steven Gerrard

The three small things that make my day better are

Going for a run, good food, and waking up refreshed

Jo Wright
Client Services Assistant

Back To The Team Page

Veronica D’Amico
Client Services Team Leader

Meet our clients

We care about helping our clients improve their lives and celebrate their success when they do. Here are some of their stories.

See all stories

“Helena just makes life easier for us. We don’t have to worry about our day to day spending.”

Warren and Pat

“Knowing that I’ve got someone to rely on is so important.”

Lynn

“They really make you feel as though they have your interests at heart. They’re interested in you as a person.”

Nick

“I feel very lucky to have found a trustworthy financial adviser.”

Lynda

“I’m continuing to enjoy my retirement, and I’m confident that I will for many more years to come!”

Maryann

“Jon gives us the confidence to go in the right direction.”

Neil and Penny

“We are now mindful of our plan... It feels good to be in control.”

Doug and Sue

“I no longer have to worry.”

Eileen

“I trust him implicitly. I’ve never had a complaint from a client about him.”

Dan

“We came to realise that without a financial plan, we’d keep on drifting without any concrete dates, timescales, values or milestones.”

Andrew and Ann-Marie

“He’s always in my corner.”

Joy

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.

Click here to read our complaints policy.

theteam@smithandwardle.co.uk

01462 420544

Suite B, Gloverside
23-25 Bury Mead Road
Hitchin
Herts
SG5 1RT

Sam Puckey

Professionally

Personally

In the spotlight

On an ideal weekend, you can find me

My favourite holiday destination is

My favourite song to play in the car is

The first album I bought was

If I could be any fictional character, I would be

If I could turn any activity into an Olympic sport, I would win a medal in

When the dessert menu arrives, I’m looking for

The three qualities that draw me to new people are

My pet peeve is

The best gift I’ve ever received is

The three people at my dream dinner party would be

The three small things that make my day better are

Meet our clients

“Helena just makes life easier for us. We don’t have to worry about our day to day spending.”

Warren and Pat

“Knowing that I’ve got someone to rely on is so important.”

Lynn

“They really make you feel as though they have your interests at heart. They’re interested in you as a person.”

Nick

“I feel very lucky to have found a trustworthy financial adviser.”

Lynda

“I’m continuing to enjoy my retirement, and I’m confident that I will for many more years to come!”

Maryann

“Jon gives us the confidence to go in the right direction.”

Neil and Penny

“We are now mindful of our plan... It feels good to be in control.”

Doug and Sue

“I no longer have to worry.”

Eileen

“I trust him implicitly. I’ve never had a complaint from a client about him.”

Dan

“We came to realise that without a financial plan, we’d keep on drifting without any concrete dates, timescales, values or milestones.”

Andrew and Ann-Marie

“He’s always in my corner.”

Joy

Contact us