Sam Tate has worked in financial services for over 20 years and is passionate about creating a world
where financial planning, advice and education can be accessed by everybody – not just the wealthy.
In 2021, Sam co-founded the multi-award-winning financial planning firm, New World Financial Group.

Since launch, New World has helped thousands of people in the UK improve their financial lives through education,
launched the UK’s first financial planning subscription model and introduced the concept of true financial
planning as an employee benefit.