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.
You can read the latest article from Sam, as featured in The Scotsman on Inheritance Tax and Pensions, the article can be read here.
Appointments with Sam can be made by getting in touch by completing a contact form or calling us directly on 0800 046 1660.
