Sam Durling

WORK HISTORY

EDUCATION

ABOUT SAM DURLING

I am a financial planner with an experienced coaching and professional sports background, helping families, self employed individuals and business owners build clear and achievable financial plans.Transitioning from coaching to financial planning has a lot of similarities, whether it is understanding the complexities of Pensions or trying to help a golfer understand how to fix a slice in their golf game. I have always tried to make things simple and easy to understand. Financial planning does not have to be complex, in fact it’s about finding out what your why is, understanding where you are now and where you want to get to. Then building a realistic and achievable plan around your own values and what’s important to you. I believe that there is no one size fits all solution, in fact everyone’s situation is unique. Taking the time to understand you and your why, your goals and aspirations allows me to produce a personalised strategy that not only maximises the chances of success but also enables you to have the freedom, choice and family life you wish for. I have a proven track record in building long lasting relationships not only with you, but your family, friends and the people that are important to you. Navigating through the good and bad times, the ups and downs along the way is all part and parcel of not only your financial journey but life as well. I am able to provide you with investment strategies, retirement planning solutions, help you protect you and your loved ones when you need it most, estate planning and complex tax considerations. If you have any questions or would like to speak with myself feel free to message me or contact me via phone or email. I work as part of Watch Oak Private Wealth, a Partner Practice of St. James’s Place Wealth Management. At Watch Oak Private Wealth, integrity, professionalism, and client satisfaction are at the core of everything we do. The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.Watch Oak Private Wealth is an Appointed Representative of and represents only St. James\'s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group\'s wealth management products and services, more details of which are set out on the group\'s website Watch Oak Private Wealth is the trading name of LBWM Limited.SJP Approved 06/03/2026