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Samantha SmithSenior Paraplanner

Samantha Smith

Head Office

Sam joined KDW at the beginning of 2021, having worked in the wealth planning industry for 16 years. She attained her Level 4 Diploma in Financial Advising in 2010.  

Sam earned her degree in Psychology and recently qualified as a Registered Nutritional Therapist having studied for 3 years alongside her previous role in another financial planning practice. 

Sam is also very involved in fitness having once been a Personal Trainer, and takes part in events like Swim/Run over the Isles of Scilly and around the island of Malta as well as the odd half marathon. 

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What our clients say

We used KDW for a joint mortgage, with some difficult criteria, but they still managed to find us options, and get us one! They were professional, and kept us informed all the way throughout the process...great job team and thank you!

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