Sam Ogg FPFS
Financial Planner
Exeter office
What Attracted you to a career in Wealth Management?
Having completed a law degree in 2005, I was keen to use the analytical skills in a professional capacity outside of the law. Having a personal interest in investments, financial services allowed me to combine this with the technical nature of the law.
I originally started working for an IFA in 2005, and have since spent time in various roles, building up an in-depth knowledge and understanding of all aspects of financial planning.
I have always been passionate about professional development and recently achieved Fellowship of the Personal Finance Society and continue to undertake further qualifications to stay at the forefront of the industry.
How do you work with clients
I provide a personalised service to personal and corporate clients. Each client is unique, and I enjoy spending time building up understanding of their specific requirements and tailoring their financial plan to achieve the best possible outcomes. One of the most enjoyable aspects is to see the positive impact that an effective financial plan can have for my clients.
What are your interests outside of work
Living in Devon, I enjoy spending time with my family making the most of the wide range of outdoor activities that the county has to offer.