Sam Slack

Sam joined Holden & Partners in 2022, previously spending a number of years working for an advisory firm in Kent.

He helps clients take control of their financial future by providing clear, tailored advice designed to protect family wealth, optimise investments, and create long-term financial security. He understands that true peace of mind is often the most important outcome when planning ahead.

Using cashflow modelling, he helps clients map out their future, make informed financial decisions, and navigate life’s uncertainties with confidence. A firm believer in building lasting relationships, he works closely with clients to ensure their financial plans evolve with their lives.

His expertise includes financial protection, pre- and post-retirement planning and tax-efficient investing. He also works alongside accountants and solicitors to ensure all aspects of a client’s financial affairs are well-structured and aligned.

Qualifications
Sam is a Chartered Financial Planner and holds the CII Advanced Diploma in Financial Planning. Sam also holds the Discretionary Investment Management Certificate.

Outside of work
In his spare time, Sam enjoys spending as much time as possible outdoors, often being found on a golf course or running on the back roads of Kent and East Sussex where he lives with his partner and young son.

Importantly
All financial advisers in the UK must be registered on the Financial Conduct Authority (FCA) register and hold a valid Statement of Professional Standing (SPS). In an age where financial scams pose a real threat, it’s important to make sure you don’t take financial advice from anyone who doesn’t appear on the FCA Register or hold a valid SPS.