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Sam Baldwin

Financial Planning Consultant DipPFS in Bath

A little bit about Sam

I’m Sam, a financial adviser based in the beautiful city of Bath. My goal is simple: to help you make the most of your money with clarity, confidence, and purpose - whatever life stage you're at.

I work closely with individuals and families to create financial plans that truly reflect their goals and values. There’s no one-size-fits-all approach here - just thoughtful, realistic strategies designed around you.

Whether you're planning for retirement, looking to invest, or want to make sure your family is protected, I’ll be there to guide you every step of the way. Building long-term, trusted relationships is at the heart of what I do, and I believe that financial planning should feel empowering, not overwhelming.

Let’s have a conversation about what matters most to you and how we can make your money work its hardest for you.

Find out more about me below.

Start the conversation

Get in touch if you’d like to discuss how I can help you with windfalls and lump sums.
Contact me today

If it’s time for financial advice, I can help you

Graphic of elderly couple passing wealth to their relatives

Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.

Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.

I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.

I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.

Together, we can put your money to work in a way that helps you feel confident about the future.

Tax treatment varies according to individual circumstances and is subject to change.

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. May 2025.

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

General Insurance

Home contents insurance, buildings insurance.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Diploma in Regulated Financial Planning

  • The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.

Sam's location

Bath
United Kingdom

Sam is located in Bath and offers expert financial advice to suit your needs.

I’m a financial adviser here to guide you through the sometimes complex world of financial planning. I hold the CII Level 4 Diploma in Regulated Financial Planning, specialising in areas such as investments, pensions, protection, and personal taxation.

I believe in building meaningful, long-term relationships with my clients. By truly understanding your personal and financial circumstances, I’m able to provide tailored advice that aligns with your unique goals. I work with you every step of the way, simplifying complex situations and helping you stay on track throughout your financial journey.

Outside of work, I’m passionate about fitness, running trails, and travelling. I enjoy staying active and seeking out new experiences and new adventures, whether it's exploring different parts of the world or discovering new cultures.  

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 28 April 2025.