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In today’s uncertain world, having a clear financial plan has never been more important. With rising living costs and ever-changing tax rules, it can often feel overwhelming to know how best to protect and grow your wealth. That is why expert, independent financial planning makes all the difference—providing the clarity, confidence, and strategies you need. Start your financial planning journey with us today.
At Fields Financial Planning, our mission is simple: to empower you to achieve your financial goals and build a secure future.
Who Fields Financial Planning are
Fields Financial Planning was founded on a unique blend of financial expertise and life experience. We understand that managing money is not only about numbers—it is also about people, families, and futures.
Our director, Sam Wynn, brings a background in both the military and financial services. This experience has instilled discipline, dedication, and a client-first mindset into our approach. In fact, every member of our team shares that same commitment—we truly care about your goals and your bucket lists.
Our Mission and Core Values in Financial Planning
We belive that financial planning is about more that just wealth, it is about providing peace of mind for you and your loved ones.
- Empowerment- we work hand-in-hand with our clients, giving you the knowledge and confidence to make informed decisions
- Security- strong, goal-aligned financial plans are created to support you through every stage of life
- Transparency and trust- clear communication and ethical advice are at the heart of our work.
“Our mission is to empower you to achieve your financial goals and build a secure future”
What We Offer
Our services are carefully designed to help you plan, protect and prosper.
- Retirement planning- ensure you enjoy the lifestyle you’ve worked hard for
- Investment Advisory- Build balanced, long-term portfolios to grow your wealth
- Protection Planning- Safeguard yourself and your loved ones against life’s uncertainties.
- Estate and inheritance tax planning- preserve wealth for future generations
Whatever your goals, a tailored plan will be built around your needs.
Why Choose Us?
With so many financial advisers out there, why choose Fields Financial Planning?
First, our service is always personalised to your unique circumstances and aspirations. Furthermore, our team brings together diverse professional backgrounds, giving us the expertise to support a wide range of client needs. As a result, partnerships are often formed that last for years—guiding clients smoothly through life’s changes. From your initial consultation to regular reviews, you will always know where your money is and how it is performing.
The Team
Sam Wynn – Director and lead adviser. Combining military discipline and financial expertise, Sam is committed to helping clients build financial stability and resilience.
Hollie Baker – With a psychology degree from the University of Gloucestershire, Hollie has deep insight into client behaviour and decision-making. Her years of experience working alongside Sam make her a vital member of the firm.
Grace Wynn – Trainee adviser and marketing apprentice. After achieving A-levels in Politics, Economics, and Media, Grace gained valuable life experience travelling through Australia and Thailand, building confidence and charisma along the way
Looking for more information?
