Sam Hyde
Trainee Financial Adviser
Biography
Sam is a member of our client services team and joined after completing an internship at Swedish bank Handelsbanken where he was an account manager. He developed his general customer service skills and gained lot of valuable experience in managing customer requests.
At Estate Capital he processes client request and queries and is responsible for preparing financial reports and cash flow forecasts used in meetings with clients.
As a recent graduate from The University of Exeter with a BSc in Economics and Finance Sam is a keen learner and is continuing his professional development by completing his CII Diploma in Regulated Financial Planning and aspires to complete his advanced diploma in financial planning in the future to give him the best qualifications to become a financial adviser.
Key Qualifications
- Degree: 2:1 in BSc Economics and Finance
- A-levels:
- Mathematics- A
- Further Mathematics- B
- Economics- A