Sam Hyde

Biography

Sam Hyde is the most recent addition to the team of advisers at Estate Capital. He previously worked as a Client Service Administrator, during which time he developed an in-depth understanding of the financial advice process and strong client-facing skills. Alongside this, he completed the Diploma in Regulated Financial Planning, giving him the knowledge and qualifications required to become a financial adviser.

Sam has completed a comprehensive training programme that involved observing and conducting client meetings, developing tailored financial solutions to help clients achieve their objectives, and presenting and implementing recommendations under the supervision of Estate Capital’s Chartered Advisers. This ensures that all advice he provides meets the high standards expected at Estate Capital.

He is currently responsible for managing our corporate clients, providing expert advice on group pension and insurance schemes. His primary objective for corporate clients is to recommend market-leading products that benefit employees while minimising the administrative burden for HR and finance teams.

As he is at the beginning of what he expects to be a long career in financial advice, Sam is focused on building long-term relationships with his clients. He is able to provide advice on investments, pensions, protection, and estate planning. He is particularly proficient in retirement planning, with specialist expertise in cashflow forecasting, having set up and trained colleagues on the firm’s cashflow modelling tools.