With more than 25 years in financial services, Samantha has built her career supporting advisers and helping clients through every stage of the financial planning process. Before joining Fortis Medical, she spent nearly 20 years running an advice business and has worked across business processing, compliance and paraplanning.

Today, Samantha works closely with Ben and clients from their first meeting through to implementing recommendations. She gathers the information needed to understand each client’s circumstances, prepares recommendation reports and supporting documentation, oversees applications and investment processing, and keeps clients updated throughout the advice journey.

Samantha enjoys helping make what can feel like a complex process straightforward. By staying in regular contact and answering questions quickly, she helps clients understand what is happening, what comes next and what they need to do.

“I enjoy being involved through the entire client journey, helping to make what can sometimes feel like a complex process as smooth and straightforward as possible.”

Outside work, Samantha enjoys keeping fit, cooking and travelling, and is currently learning Italian. At home she has two dogs and several aquariums, including shrimp tanks, betta fish, pea puffers and panda corydoras, and happily admits she gets excited whenever there are new arrivals.