Sam BentleyIndependent Financial Adviser
areas of expertise
- Client Meetings
- Research & Analysis
- Processing
- Report Writing
- Business support
qualifications
- Diploma in Financial Planning
- Master of Science MSc International Management
- BA (Hons) Polictics with International Relations
- View Statement of Professional Standing SPS
Following his degree at York university where he got a Ba (Hons) in Politics with International Relations, Sam attended Cardiff University where he got a Masters of Science in International Management, Sam was also awarded the Sir Julian Hodge prize for attaining the highest overall mark in the class. Following University Sam worked for some large banking institutions before realising he wanted to purse a career in financial planning.
Sam’s primary role is to meet new clients and provide high quality independent financial advice. Sam has a particular interest within investmemts and pensions.
Sam is keen to continue to learn and attends many investment manager events, seminars, and he is embarking on his chartered examinations.
contact details
contact form
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