Sam Wynn
With a wealth of experience spanning both the financial and military sectors, Sam made the bold decision to prioritise life and financial planning over simply selling investment products. This approach ensures that his clients’ needs always come first, rather than focusing on business targets or the interests of shareholders.
Before founding his own financial planning firm, Sam spent a significant part of his career at Barclays Wealth and Rensburg Sheppard’s, where he honed his skills in wealth management and financial planning. His time at Barclays gave him invaluable insight into the complexities of managing significant assets and helping clients navigate their financial futures. However, Sam recognized that true financial success isn’t just about managing investments—it’s about understanding the unique goals, dreams, and lifestyles of each client.
Prior to his career in finance, Sam served in the Navy as a warfare officer, an experience that instilled in him discipline, strategic thinking, and an unwavering commitment to integrity—qualities that continue to guide his work today. His time in the military also taught him the importance of long-term planning, resilience, and adaptability, skills that seamlessly translate into the world of financial planning.
Driven by these experiences, Sam chose to build a financial advisory practice centred on a more holistic approach. Rather than immediately focusing on investment products, he emphasizes helping clients identify their life goals and create a comprehensive plan to achieve them. By doing so, Sam ensures that every financial decision aligns with their broader life aspirations. This client-first approach, shaped by both his extensive financial background and military service, sets Sam apart from those who prioritise profit margins and shareholder expectations over truly understanding their clients’ needs.
Lee Ramsden
Lee is a Chartered Financial Planner with over 20 years’ experience across financial planning and discretionary investment management. He has held senior roles at Lloyds Banking Group and Barclays Wealth, and later served as an Investment Director at Brown Shipley and Charles Stanley—giving him valuable insight across both advice and portfolio management.
A Chartered Fellow of the CII and CISI, Lee is committed to the highest professional and ethical standards. At Fields Financial Planning, he provides independent, conflict-free advice focused entirely on clients’ long-term objectives.
He specialises in working with entrepreneurs, particularly around business exits, helping them navigate complex decisions—from liquidity events to long-term wealth and legacy planning. His approach is thoughtful, relationship-driven, and highly collaborative, often working alongside clients’ families and wider professional advisers.
Clients value his clarity, discretion, and ability to simplify complex matters, especially during periods of significant change. Outside of work, Lee enjoys running and spending time outdoors.
Hollie Baker
Hollie has been an integral part of the team for over 8 years, providing invaluable support in her areas of technical expertise and report writing. With a career in financial services that began in 2008, she brings a wealth of experience to her role, having previously worked at Barnett Waddingham in the SIPP (Self-Invested Personal Pension) department and at Endsleigh, where she collaborated closely with financial advisors.
Hollie’s strong foundation in understanding client needs is enhanced by her psychology degree from the University of Gloucestershire, which gives her unique insight into client behaviour and decision-making. Her combined expertise and years of working alongside Sam make her a vital asset to the firm, ensuring that clients receive well-researched, tailored financial plans and solutions.
Grace Wynn
Grace joined Fields Financial Planning in May 2024 after completing her college studies, where she achieved three A Levels in Economics, Politics, and Media. Since joining the team, Grace has demonstrated a strong commitment to both professional development and delivering high-quality work.
She successfully completed her Level 3 Content Creator Apprenticeship with a distinction, equipping her with the skills to produce engaging and informative content that supports both the business and its clients. Her creativity and attention to detail play a key role in enhancing the firm’s communications and client engagement.
Grace is currently furthering her professional knowledge by working towards her Financial Adviser qualifications with the Chartered Insurance Institute (CII), reflecting her ambition to grow within the financial services industry and continue adding value to both the team and clients.