Sam has been working in Financial Services for over 15 years’ with a particular focus on Retail Investment Platforms and the role of technology in the delivery of Financial Advice.
Prior to joining Altus, Sam worked for a large wrap platform and life insurer, as well as more niche platform providers with whom he held various roles ranging from operations and change to propositional development and distribution. He has helped launch two platform propositions and has managed numerous change projects relating to platform operations.
His recent focus has been on technology supporting the financial planning process and has an in-depth knowledge of the digital advice landscape. Sam works with a range of Altus clients to understand the current and future wealth sector landscape, offering informed insight into the requirements necessary for any successful financial services organisation.
