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Sam Arshad-Roberts

Financial Planning Associate

Modern | Dynamic | Honest

Sam Arshad-Roberts

Areas of Expertise

  • Research & Analysis
  • Report Writing
  • Day to day operations
  • Adviser support

Qualifications

  • CISI Level 4 Investment Advice Diploma (Financial Planning & Advice)
  • First Class Honours (1st) in Accounting and Finance
  • Certified Business Accountant qualification with CIMA

Bio

Sam joined Celtic Financial Planning with a background in private banking and wealth management. As part of our adviser development programme, he is gaining experience across all areas of the business, including client administration, paraplanning and financial planning. He is an Associate of the Chartered Institute for Securities & Investments (CISI) holding the designatory letters ACSI and has developed a strong interest in helping clients achieve their long term financial goals.

Working closely with our advisers and support team, Sam is building a broad understanding of independent financial planning, investment management and client service. His analytical approach, attention to detail and commitment to professional development make him a valuable member of the team.

Contact Details

01352 390 121 | Sam@celticfp.co.uk

Florence House
Mold, Flintshire, CH7 1JW