Sam Barratt


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Sam graduated from Newcastle University in 2004 with a degree in Business & Agriculture, during which he worked for UBS Wealth Management understudying the Advisory team.

This work placement allowed Sam to gain valuable experience in the Private Client Stockbroking industry and confirmed this was to be his career path. After graduating Sam joined Close Brothers’ Asset Management division, initially working in the settlement department before moving into the dealing team where he was responsible for executing both private client and institutional orders.

In June 2009 Sam returned to Norfolk to join the family firm, working initially in the dealing department. In 2015 he became the Compliance Director and is also responsible for the management and operations of the firm. Sam is a Chartered Fellow of the Chartered Institute for Securities and Investment.