Samuel Hurst
APFS, Chartered Financial Planner
Associate Director
- Financial Life Management
- 6 years of experience
Taking the time to understand each client's life goals and objectives, then building the financial plan most likely to give them the best chance of achieving them.
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Associate Director and Chartered Financial Planner at AES, Sam specialises in lifestyle financial planning - helping clients build a clear picture of the life they want and creating the financial roadmap to get there. Whether it's buying a dream home, planning for retirement, or securing a family's future, he works across investment management, lifetime cashflow modelling and tax planning to make sure the numbers serve the life, not the other way around.
Experience
Sam began his financial planning career at First Wealth in London, a Certified B Corp, where he spent four years developing his holistic planning approach and working with clients on independent financial advice. He joined AES in 2024, first as Senior Associate before being appointed Associate Director, bringing with him a genuine passion for cross-border financial planning and helping internationally mobile clients navigate the unique complexities of managing wealth across borders. At AES, he works closely with clients to ensure their financial plan is built around their goals, their life stage and their future ambitions.
Credentials
Level 6 Advanced Diploma in Financial Planning - CII
Level 4 Certificate in Discretionary Investment Management - CII
LF2 Financial Services Products & Solutions - CII
CF6 Mortgage Advice - CII
Specialisms
Lifestyle & life-led financial planning
Lifetime cashflow modelling
Cross-border financial planning
Investment management
Tax planning