Financial Planner Assistant

Sam joined Alan Boswell & Company as an Apprentice in August 2015 after he had finished his A-Levels at Taverham Sixth Form. He worked initially in the Protection team of financial services but swiftly moved into the Wealth Team as an Administrator.

Sam is currently studying for his diploma in financial services. To date he has successfully completed the CII exams for Financial Services, Regulation & Ethics – R01, Pension and Retirement Planning – R04 & Financial Protection –  R05.