Sam is an experienced Financial Planner and Director based in Perth, serving clients throughout Perthshire and Tayside.
Further to working in a variety of customer facing banking and trading roles in London, Sam joined Aberdein Considine in 2019 and was appointed a Director of AC Wealth in 2025.
A member of the Personal Finance Society, and local Chartered Insurance Institute, Sam specialises in holistic financial planning with a particular focus on Retirement Planning, both accumulating wealth and taking an income, as well as tax efficient Investments and Estate Planning.
A key member of the Investment Committee, Sam provides impartial 'whole-of-market' advice helping clients with the most appropriate financial options to help them achieve their financial goals at every life stage, during their working life through to retirement.
