Sam Curtis

Associate Financial Adviser at The Private Office (TPO)

Sam Curtis is currently working as an Associate Financial Adviser at The Private Office (TPO) since September 2021. Prior to this role, Sam held the title of Financial Planning Executive at TPO and Financial Planning Graduate at TPP from June 2019 to July 2020. Sam's professional experience includes an Industrial Placement at TPP where they worked closely with the Recruitment and Sales teams. Additionally, Sam has gained experience as a General Assistant at Landis+Gyr during a two-week work experience program. Sam graduated from Loughborough University in 2021 with a Bachelor of Arts in History, Politics, and International Relations.

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Timeline

  • Associate Financial Adviser

    March 1, 2024 - present

  • Financial Planning Graduate

    September, 2021