MHA | Sam Thompson
Sam Thompson
Meet the Team

Sam Thompson

Trainee Financial Adviser, BSc (Hons), DipPFS Diploma in Regulated Financial Planning

Following his studies at the University of Bristol, Sam joined MHA Caves Wealth in early 2021 as a graduate trainee. He has since spent time across the administration and paraplanning departments, gaining valuable experience of the industry. He has obtained the level 4 ‘Diploma in Regulated Financial Planning’ and is looking forward to continuing his studies towards Chartered status.

Sam has recently moved into a Trainee Adviser role, where he supports the senior members of the financial planning team, as they provide advice on a range of areas including investments, pensions, inheritance tax mitigation and protection arrangements.