Samuel Dennis

Biography

Sam is a friendly, outgoing, and ambitious member of our paraplanning team. He joined Estate Capital after working as a manager on behalf of the UK Health Security Agency on the Test and Trace program. He has a developed customer service skill set and is well versed in resolving challenging issues. Sam takes pride in providing an excellent service and maintaining strong professional relationships with our clients.

At Estate Capital, Sam is the lead support paraplanner to Robin Burden and assists in terms of research and producing suitability of advice reports. Sam prepares client files, including financial reports and cash flow forecasts and submits new business. Sam is also responsible for the administration of our clients' group schemes.

Sam graduated from Aberystwyth University with a BSc in Business and Management. During his time in Aberystwyth, he studied elements including finance, accounting, firm’s markets and pricing, financial strategy, and economic policy. He has a broad range of skills and is continuing to further his professional development by completing his CII Diploma in Regulated Financial Planning. In future, Sam is looking to become fully qualified and achieve his Advanced Diploma in Financial Planning and he aims to become Chartered in the field.

Key Qualifications

• Degree: 2:1 in BSc Business and Management