Another great talk from Humans Under Management, featuring Sam Sloma of Engage FS on the value of happiness for you and your clients.

Sam’s background is a little different from the average adviser…

He left school at 16 to pursue a professional football career. He retired at 26 deciding it was time to get married, start a family and pursue a new vocation. That vocation became financial planning.

After six years in the profession, Sam achieved chartered financial planner status in 2016.

He gained experience working for a large financial institution and a smaller independent practice, and set up Engage Financial Services in 2017.