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Sam Curtis
Sam Curtis
About
Sam is a Financial Adviser at The Private Office, working in London but also covering areas such as Reading, Southampton and Worthing. As a Chartered Financial Planner, he provides individuals and families with confidence and clarity over their financial situation, both in the present and supporting them in achieving their longer term financial ambitions. His clients see him as a partner in all their financial decisions, empowering them to make fully informed decisions which are tailored to them.
Sam’s experience includes intergenerational planning, tax-incentivised investing, retirement planning and bespoke accumulation strategy planning. He is an advocate of lifetime cash flow planning and find this an essential tool in helping his clients realise what they can do now to secure their financial future as well as the opportunities they may have both now and in retirement.
Having started his career at TPO on the graduate scheme, Sam has experienced different roles across the business. This has provided him a greater understanding of the processes behind the advice, as well as exposure to the various subject matter experts within the business.
Sam is chartered, qualified in financial planning and investment management, and keeps up to date with financial planning legislation as part of his ongoing professional development. He also holds a degree in Politics, History and International Relations from Loughborough University.
Outside of work, Sam’s major passion in life is sport and he captains his local hockey club and plays cricket in summer. He is also a keen runner and can be seen running along the side of the Thames in central London.
Areas Of Expertise
- Cash flow forecasting
- Retirement planning
- Intergenerational planning
Qualifications
- Chartered Financial Planner
- Diploma in Regulated Financial Planning
- Diploma in Discretionary Investment Management
- Certificate in Securities Advice and Dealing
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Sam works from our office in central London and covers areas such as:
London new adviser locations
London new adviser map
- Stevenage
- Cheltenham
- Canterbury
- Worthing
- Southampton
- Swindon
- Oxford
- Norwich
- Nottingham
- Birmingham
- Peterborough
At a glance
- Chartered Financial Planner
- Working in financial services since 2021
As featured in
Great first meeting. Friendly and open, Sam was relaxed and did the same for me. He put no pressure on how we move forward, just simply and clearly outlining the process but also imparting useful information along the way to help get the cogs working and making me really think about what I wanted from the engagement. I look forward to our next meeting.
August 2026
Sam has been excellent in advising me on how to structure my pension funds, so that they work for my wife and I in our retirement. This has always been done in a friendly and easy to understand way, making me extremely comfortable in his advice, and recommendations.
February 2026
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view Sam's personal listing in the Adviser Directory by visiting the link below, which confirms they are authorised and qualified to advise you.
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society.
Sam is a Chartered Financial Planner, which is a highly-sought after and respected qualification for Financial Advisers. It symbolises technical proficiency and high standards of professionalism.
The Private Office is also a Chartered Financial planning firm, publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries and our in-house specialists can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.