Percy Sam

Wealth Adviser

Wealth Management

Biography

I am one of the first graduates ofย  The Academy at Tees Financial.ย  I enjoyed the rewarding challenge of developing my career in financial advice.ย  The result of the Academy will enable me to provide top-quality financial advice to our clients.

I started along this path as I have a passion for helping people and building connections and relationships. This led me to want to help people with their finances, a less spoken about part of our lives and equally not highly taught subject in schools. Being able to provide assistance and guidance in this field would not only fulfil my passion but benefit and ultimately help others to a better financial future.

Expertise

Wealth Management

Entrusting the accumulated wealth of a lifetimeโ€™s endeavours is one of the most important decisions a person makes. Our experience with Tees allows us to feel confident that our money is in safe hands.

Further information

I graduated from Bournemouth University in 2020 with a masterโ€™s degree in Industrial Design, achieving merit. I joined Tees in August 2021 and later started as a Trainee Adviser in August 2022, graduating in September 2024.

Outside of work, I play Rugby (winger) for my old school โ€“ Campion Old Boys as well as being an avid fan of Formula One and Rugby Union.

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