Sam Daynes has been a financial adviser for over 23 years. He enjoys spending time with his clients, to really understand their needs, requirements and goals. In doing so, this ensures he builds individual, tailor-made solutions. Through his many years of experience, he has developed an in-depth understanding of all aspects of the financial sector.
He has worked for some of the leading financial institutions, both in the UK and offshore. He fully understands the complexities involved with all aspects of financial planning and is dedicated to ensuring that clients are informed of the best solutions to meet their needs. Furthermore, he understands the importance of maintaining these client relationships, so that the needs and requirements of his clients continue to be met in an ever-changing world.
Having relocated to Spain from Bristol in 2017, he has studied and enhanced his knowledge to fully comprehend the solutions available in all EU countries. He now works as a Senior Associate for Holborn Assets at our Spanish office.
His knowledge of the Financial Sector includes tax planning, investment, savings, retirement, property and financial planning.
He has a Level 4 Diploma in Professional Financial Advice (DipFA through the London Institute of Banking and Finance LIBF). He has also achieved the full CeMAP (Certificate of Mortgage Advice and Practice).