Percy Sam

Trainee Financial Adviser, Wealth Management

How can I help you?

Being one of the first Trainee Financial Advisers, at The Academy at Tees Financial, I am currently enjoying the rewarding challenge in developing my career in financial advice.  The result of the Academy will enable me to provide top quality financial advice to our clients. 

I started along this path as I have a passion for helping people and building connections and relationships. This led me to want to help people with their finances, a less spoken about part of our lives and equally not highly taught subject in schools. Being able to provide assistance and guidance in this field would not only fulfil my passion but benefit and ultimately help others to a better financial future. 

What else should you know?

I graduated in 2020 with a master’s degree in Industrial Design from Bournemouth University, achieving a merit. I joined Tees back in August 2021 and later started as Trainee Adviser in August 2022.

Outside of work, I play Rugby (winger) for my old school – Campion Old Boys as well as being an avid fan of Formula One and Rugby Union. 

In my spare time, I also enjoy showing people how to make various types of cocktails. 

Tees are here to help

We have many independent financial advisers who are based in:

Cambridgeshire: Cambridge
Essex: Brentwood, Chelmsford, and Saffron Walden
Hertfordshire: Bishop's Stortford and Royston

But we can help you wherever you are in England and Wales.

Send us a confidential enquiry and our team will be in touch as soon as we can.

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