Sam Sloma

In this episode of Progress in Practice, Charlie sits down with Sam Sloma, founder of Engage Financial Services- a fixed fee lifestyle financial planning firm based in North London approaching its tenth year in business.

Sam shares the real stories behind why he went out on his own: a client who couldn't understand why his fee doubled when he added to his portfolio, and the realisation that his clients knew him but had no idea what firm they were with. He talks about the unique challenges of advising elite professional footballers, why the fee structure most advisors use doesn't add up, and the philosophy that runs through everything Engage does- aligning your values and your capital to live as full and fulfilled a life as possible. And if you've ever wondered whether you should be optimising every part of your life, Sam has a quietly profound answer to that too.

To connect with Sam visit: https://linkedin.com/in/samslomaengagefs

To find out more about Engage Financial Services visit: https://www.engagefs.co.uk/