Qualifications

  • Diploma in Regulated Financial Planning (DipPFS)
  • CISI Level 7 Diploma in Advanced Financial Planning

Sam Farnell

Financial Planner and a CFP professional

Qualifications

The professional

Sam joined the Chancellor team in 2015 after graduating with a degree in Product Design, which included a year working in industry in China. Since then, he has progressed through the business, moving from an administrative role into paraplanning, and stepping into a Financial Planner role in January 2022.

Now, as a Financial Planner, he works closely with clients to build long-term financial plans that provide clarity, structure, and peace of mind.

 

The personal

Sam lives in Huddersfield and is a season ticket holder and long-time supporter of Huddersfield Town (up the Town!) When not at work he enjoys playing football if his legs allow it, alongside some less strenuous things like watching films and playing video games.

He’s also a keen traveller has completed two charity events: The Mongal Rally, which involved taking an old VW polo from London to Mongolia, and the Put Foot Rally, which involved driving across Africa delivering new school shoes for children.

 

Important stuff

All individuals providing regulated financial advice must be authorised and registered by the Financial Conduct Authority (FCA). They must also hold an up-to-date Statement of Professional Standing, issued by an FCA appointed accredited body such as the CII.

See Sam's credentials below.

Chancellor Financial Management
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