Sam is responsible for assisting the advisors in analysing clients’ needs, researching and presenting product-aligned recommendations. In turn ensuring our clients receive correct, clear, understandable, and accurate documentation to support our Financial Advisers in providing suitable financial advice. 

Sam has worked within the financial industry for a number of years, joining Hall & Costello in 2021. Sam is in the process of becoming a fully qualified Paraplanner. We are keen to help her continue to develop her career as a Paraplanner within Hall & Costello Wealth Management. 

Sam is a mum to her two beautiful daughters and beloved pet tortoise. In her spare time, Sam is usually entertaining friends & family, usually involving good food and great wine, or going out for a meal with her hubby.