Sam Clack

Having worked with a well-known high-street bank for 12 years, an opportunity arose in 2014 to work at St. James’s Place, a national financial planning firm, in one of their North East practices as an administrator/paraplanner.  In 2017, I started working towards my Diploma in Regulated Financial Planning, which I completed in early 2019.

Once qualified, I wanted to progress to giving financial advice and in 2022, I joined Greenarch as a technical paraplanner with the potential to gain the necessary experience to advise clients.  Since 2023, I have been working in a hybrid role, meeting new and existing clients while supporting the other advisers in Greenarch as a technical paraplanner.

Outside of work, I enjoy walking my dogs, spending time with my family and cooking.  I also love to travel, and I am attempting to learn the language of each country I travel to.