Sam McDonald MSc, BSc, DipPFS, Cert CII (MP)
Paraplanner
Sam holds an MSc in Behavioural Finance from Henley Business School, where he developed a deep understanding of the psychological factors and cognitive biases that influence financial decision-making and market behaviour. He also earned a BSc in Accounting and Business from Oxford Brookes University, gaining a strong foundation in financial accounting, management accounting, and corporate finance.
After completing his studies, Sam chose to pursue a career in Financial Planning. He obtained his Diploma in Regulated Financial Planning before joining Niche in June 2025 as a Paraplanner. He is currently working towards becoming a Chartered Financial Planner, with the goal of becoming a Financial Adviser and achieving the gold standard within the profession.
Outside of work, Sam is a lifelong Manchester United supporter and has held a season ticket since childhood. He also enjoys skiing and staying active at the gym.
Qualifications
MSc Behavioural Finance
BSc Accounting and Business
Diploma in Regulated Financial Planning
Certificate in Mortgage Advice
