Sam BentleyTrainee Independent Financial Adviser

Sam Bentley
areas of expertise
  • Client Meetings
  • Research & Analysis
  • Processing
  • Report Writing
  • Business support
qualifications
  • Diploma in Regulated Financial Planning
  • Master of Science MSc International Management
  • BA (Hons) Polictics with International Relations

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 will be to build up the experience of dealing with new and existing clients, until he can manage and look after his own clients unsupervised.

Sam is keen to become a ethical and ESG specialist within Celtic Financial, as a business we believe a green future is good for all society and so we are excited to have a new adviser focusing on this area.

contact details

01352 390 121
Florence House
Mold, Flintshire, CH7 1JW

Social Profiles

contact form

If you’d like a free consultation, please start by completing the form:

You voluntarily choose to provide personal details to us via this website.  Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018.  You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

how can we help you?

Contact us at Celtic Financial to book a free no obligation initial meeting.