Sam Wright
Office Lead, Bexley
I’ve been a Financial Planner for more than 17 years and joined Perspective in 2016. Today, I’m a Director, a Chartered Financial Planner and Fellow of the Personal Finance Society, specialising in High Net Worth families and companies.
My career began in accountancy back in 2003, before moving into financial services with two major UK banks and later becoming an Independent Financial Planner. My focus is on giving clients clear, thoughtful advice across areas like inheritance tax, pensions, investments and wider tax planning.