Your life, your money, your way.
“With knowledge around how you show up around money, understanding various money topics and then being able to apply good money habits, your life can improve in so many ways.”
Sam's own financial journey
I have been advising private individuals and businesses as a Financial Planner for over 20 years. I am a Chartered Financial Planner and Fellow of the Personal Finance Society and a Certified Money Coach.
As a Chartered Financial Planner, I hold the highest level of qualification available in the Financial planning profession as well as gaining a masters in Finance in 2021. I set up my own financial planning practice in 2020 to follow my passion of bringing straight forward, honest and easy to understand financial advice to those who need it.
I called it Simplicity Financial Planning because it helps you create a life where you take control of your money, rather than money taking control of you.
The need for a simple, understandable plan
This passion didn’t stop there and within a year, I had set up The Wealth Canvas which is an educational journey around your life and money and how to make big Simplicity Financial Planning will take the time to understand how you want your future to look then create a personalised plan to make it happen.
We provide you peace of mind with your personal and business finances. We make it easy for you to understand but also robust enough to provide security in whatever lifestyle you have planned now and in the future
1 husband, 2 dogs, 6 chickens and 60,000 bees
I live in a 400 year old cottage with my husband, 2 dogs (Maia and Greg), 6 chickens and 3 beehives!
I love being outside and in nature and feel right at home digging in the veggie patch or going on road trips to the amazing UK countryside in our trusty camper van! I love being part of our local community and have volunteered as a scout leader for over 15 years as well as being the current President of the Rotary Club of Milton Keynes.
For fun, I also love all things creative from playing my accordion and guitar to painting and knitting! My most recent hobby has been to learn how to ring church bells at our local church (but this is still very much a work in progress!)
Why I created this service
I believe that everyone has the right to good financial education. With knowledge around how you show up around money, understanding various money topics and then being able to apply good money habits, your life can improve in so many ways.
Packages for everyone
By designing various educational programmes to suit every budget, you can gain this valuable information and tools without having to stress over how you can fund it. By starting off with a small investment, you can learn ways to manage money that may lead to you being able to invest in more of the packages that we offer.
Education
We are not always taught how to manage money effectively whilst we are growing up. This is not routinely on the school curriculum and yet, this is one of the key areas of our lives that can have a profound impact on other Areas.
Providing a lasting impact
I want to leave you feeling motivated and excited that you are now able to take back control of your life and build lasting wealth for your future.
Financial empowerment
We often hear the phrase ‘financial freedom’ but what does this actually mean? For me, it is having the tools that provide you with the confidence to create your own future and take accountability for what you can create every step of the way.
Customer Testimonials
"The Wealth Canvas programme has given me a level of maturity around money and helped me view life through a different lens. I can now see that my job doesn’t rule me. That has not only brought a new sense of enjoyment in my working life but also empowered me to explore other options that will bring me fulfilment. I feel that I have a route forward to grow the way I want to."
Clare
Marketing Executive
"After just a few weeks working with Sam I feel inspired to turn my dreams into reality – and I’m already seeing results. I’ve got a new job running classes at a fitness studio which means I can reduce my teaching hours to a three-day week very soon."
Jo
Primary School Teacher
"The Wealth Canvas Programme has exceeded all of my expectations. I was hoping to learn about the different ways I could manage my finances to feel more in control and have more money. I realised I've not only learnt those things I wanted to learn, I've also been able to reassess my relationship with money and set goals that are meaningful to me. As a result, I know that I'll be able to use the information I've learned about financial wellbeing to create a lifestyle that I love!"
Katie Earl
Copywriter
