Meet our team
Head: Relationship Management
Sam joined Credo in April 2020 to head up the Relationship Management team, who is responsible for UK based Financial Intermediaries using the Credo Platform. Sam oversees the wider UK Relationship Management team whilst also maintaining direct responsibility for some of these client relationships himself. Sam has held roles at various Platforms over the last 10 years, with the 4 years prior to joining Credo being spent at 7IM looking after some of their key relationships based in the South West of the UK, as well as internationally. Sam holds a BA Honours degree, has the status of Chartered Financial Planner and is also a Fellow of the Personal Finance Society.