Sam Dillon is an Independent Financial Adviser at WDS Wealth Management Ltd. Having joined the firm as a Paraplanner, Sam developed his expertise in financial research and planning before progressing to become a qualified Independent Financial Adviser — a career path that reflects his commitment to the profession and the firm’s investment in developing its people.
Sam provides holistic investment and financial planning advice, helping clients understand their options and work towards their personal financial objectives and long-term financial security. His background in paraplanning means he brings a thorough, research-led approach to client work.
When he is not with clients, Sam is usually on the golf course. He is based at WDS Wealth Management’s York office and serves clients across Yorkshire.
