Sam endeavours to offer his clients a consistently high level of personalised service with a focus on building long-term relationships as their Financial Adviser. Key areas of interest and expertise for him lie in Investment Planning, Pension Planning, Life Assurance, Mortgages and Estate Planning. Having joined the St. James's Place Academy in October 2012 Sam graduated in 2013 with his Diploma for Financial Advisers and joined the Diss Practice of Stephanie Hare. In April 2019, Sam was appointed Partner alongside Eleanor and Beckford & Lewis Financial Planning was established.
Sam primarily covers Norfolk, Suffolk, Cambridgeshire and Essex but will happily travel further afield should clients require him to do so. Sam believes that all clients, and potential clients, individual financial circumstances are equally important and he prides himself on offering the same level of service regardless of the amount involved.
Born in Norwich, Sam went to Hartismere School in Eye and currently lives in Norfolk with his wife. He worked in the insurance industry for Aviva for two years before joining the St. James's Place ‘Next Generation Academy’ and he is very proud to be a graduate of the academy and part of a new generation of young financial advisers. Away from work, his main interests lie in travel. He has a passion for food, both eating and cooking. He also has a great love of art and literature especially film both modern and old classics.
Eleanor started her career in financial services in 1992, 14 years of which was in the role of Financial Adviser for a large high street bank. In March 2013 she was invited to join St. James's Place and Stephanie's Practice. Six years later, Eleanor was appointed Partner alongside Sam and Beckford & Lewis Financial Planning was established.
Eleanor has a passion for providing her clients with friendly face to face trusted advice, to help them achieve their financial goals and priorities. She prides herself in taking the time to get to know her clients and help any plans put in place remain effective in the future, no matter how their circumstances change. To maintain high standards of knowledge and professionalism Eleanor has acquired the Diploma for Financial Advisers.
Outside of work Eleanor enjoys spending time with her husband and son. She has a love of the outdoors, cooking and reading and can often be found on Sundays pitch side watching her son playing rugby.
Gemma joined St. James's Place in spring 2013. She has since built a wealth of knowledge both of the company itself and the products and services we offer. Through working closely with Eleanor and Sam in our Diss office, she continues to build her knowledge and endeavours to ensure that all of our clients are well looked after and always have an available contact, whether it be for a referral to the Practice or even just for a chat!
Gemma lives in Norfolk and spends days off with her son.
Laura has worked in financial services since 1998, 12 years with a high street bank as a Financial Adviser and managing a wealth team. In April 2019 she was invited to join Eleanor and Sam as Beckford & Lewis Financial Planning Ltd was established. Laura has a passion for customer service and with her wealth of knowledge in financial planning she will continue to build her St. James's Place knowledge to help all our Practice clients.
Laura lives on the Norfolk/Suffolk border with her husband and two children. At weekends they can all be found on the beach in North Norfolk enjoying dog walks and paddling.
Nea joined the Practice in autumn 2017 when she moved to Norfolk. Originally from the exotic island of Mauritius she studied in London before moving to Norfolk and has become used to our Norfolk ways. She is a central part of the team and has expanded her knowledge of St. James’s Place and the products on offer.
Nea lives in Norfolk with her husband. They share Sam’s passion for food and cooking and love to explore the Norfolk coast.