Sam Kelly DipPFS, EFA, BA(Hons)

Sam Kelly DipPFS, EFA, BA(Hons) has over 20 years of experience in the financial services sector. From 2014 to 2015, they worked as a Financial Consultant at Tourbillon Limited, a discreet investment office dedicated to developing bespoke and innovative solutions for families and individuals. During this time, they provided advice on asset allocation and portfolio construction for a full range of asset classes. From 2005 to 2015, they worked as a Private Investor, Trader and Portfolio Manager, where they were responsible for managing investments. From 2015 to 2021, they were a Managing Partner at Chorus Financial, where they were a multi-award winning investment specialist, portfolio manager and seed investor working with clients and companies across Europe. Sam also led multiple award-winning campaigns focussed on ethics and transparency in financial services. In 2020, they became a Non-Executive Financial Director at Nanusens. Since 2021, they have been a Non-Executive Chairman of the Board at EverGrow, where they are responsible for leading the Board and focussing on strategic matters, overseeing EverGrow’s business goals and setting high governance standards.

Sam Kelly holds a Diploma in Financial Planning (DipPFS) from The Chartered Insurance Institute, London. Sam also holds an Executive Financial Adviser (EFA) certification and a Bachelor of Arts (Hons) degree.