Sam Walpole

Sam is a newer member of the Kellands team, joining in early 2024 to help support our Advisers.  He has worked in financial planning and Personal Wealth Management for 5 years and is very familiar with the industry. Sam has wide-ranging experience in assisting advisers with proposing, detailing and establishing suitable and holistic financial plans, and is now working closely with some of our senior Advisers.

Before joining Kellands Bristol, Sam worked at another well-established financial planning practice in Bristol, where he acquired the Diploma in Regulated Financial Planning. Prior to this, Sam studied at the University of Cardiff and is a graduate in Law.

This combination of financial services’ experience and legal study gives Sam a broad contextual understanding of products, trusts, tax and contracts. This is invaluable when helping construct financial plans with our Advisers, as well as when engaging with our clients and providers.

Outside of work, Sam is an avid fan of live music and often goes to gigs and festivals in Bristol and around the UK. At home, Sam enjoys cooking and walking his dog with his fiancée.

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