Samantha Errington

Managing Director and Independent Financial Adviser

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At work

Strativa’s MD, known as “Sam” to her clients, has more than 30 years of experience as an independent financial adviser. With expertise across retirement planning, investments, Inheritance Tax, and more, Sam helps clients build financial plans that give them confidence today and for the future.

Sam has a natural knack for noticing how clients feel, even when they don’t say a word, and knows how to put them at ease. She enjoys explaining complex subjects in ways that feel clear and accessible, and loves seeing her clients’ plans come together and pay off.

One of her proudest moment was winning the Highest Qualified AFPC Adviser award, a recognition of her commitment to excellence.

Sam most enjoys working with clients who value family, are generous-spirited, and are open to ideas, helping them create security and confidence to live their best life.

Important information

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Sam's
Statement of Professional Standing

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Sam's
qualifications

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Sam's
FCA Register

At home

When she’s not advising clients, Sam is a self-confessed foodie who loves cooking at home and exploring great restaurants. She enjoys Pilates and anything that supports a nourishing, balanced lifestyle, and can often be found out and about in the New Forest walking her scruffy, lovable hound, Harry.

As a mum of two and a business owner, spare time is limited, but Sam makes sure to fit in her favourite comedy podcasts and keep up with current affairs, politics, health and the latest in science – she’s a bit of a nerd at heart!

Qualifications

  • Diploma in Financial Planning

    This meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.

  • Certificate in Financial Planning

    A recognition offered by the Chartered Insurance Institute in the United Kingdom. Individuals who hold this qualification have satisfied coursework and testing requirements set by the organisation.

  • CeMAP Certificate in Mortgage Advice and Practice

    This is the industry benchmark qualification for mortgage advisers, recognised as a mark of excellence and professionalism. Individuals attain the required understanding of mortgage policy and practice and the skills to effectively apply this knowledge when advising a client.

  • G10 Taxation and Trusts

    This examination assesses a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

  • G20 Personal Investment Planning

    This examination assesses a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

  • J04 Pension Funding Options

    At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

  • J05 Pension Income Options

    At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

  • SV1 Saving and Investments

    This examination assesses the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

  • FP1 Financial Services and their Regulation

    Assesses an understanding of the financial services industry, including regulation and legislation.

  • FP2 Protection, Savings and Investment

    Assesses an understanding of protection, savings and investment products.

  • FP3 Identifying and Satisfying Client Needs

    Assesses an understanding of conducting a fact-find, assessing the client’s needs, and recommending specific (appropriate) financial products to meet those needs.

Sam in the spotlight

On an ideal weekend, you can find me:

On a family dog walk, followed by a lavish roast and a glass of wine.

My favourite holiday destination is:

Majorca. Can get there in two hours, and be enjoying a cocktail and sunshine by lunchtime!

If I could be any fictional character, I would be:

Elizabeth Bennet.

If I could turn any activity into an Olympic sport, I would win a medal in:

Guessing the ending of TV programmes / films.

The three qualities that draw me to new people are:

  • Honesty.
  • Kindness.
  • Sense of humour.

The three people at my dream dinner party would be:

  • Elton John.
  • Jane Austen.
  • Angela Merkel.

The three small things that make my day better are:

  • A smile on my children’s faces.
  • A cuddle with the dog.
  • Being brought a coffee in bed in the morning.

Three things I haven’t done so far include:

  • Travel around India.
  • Learn another language, so as to be fluent.
  • Get the children to be really interested in cooking.

    Sam's dislikes:

  • Bad roast potatoes.
  • Being hurried and unorganised.
  • Speaking to people before 10 am!
  • Turkey at Christmas – well overrated!
  • The parents’ running race on sports day.
  • The wind and rain when trying to look smart.

Meet the rest of your team

Guided by experience, with your goals and priorities at the centre.

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Whether you have a specific question or just want to see if we’re the right fit for your family, we’d love to hear from you.

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    Strativa Financial Planning Limited is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107. Strativa Financial Planning Ltd is registered in England and Wales. Registered number: 12715626. Registered office: Junction Cottage, South Gorley, Fordingbridge, Hampshire, SP6 2PP.

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

    This website is for information purposes only and does not constitute financial advice, which should be based upon your individual circumstances.

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