Sam BentleyTrainee Independent Financial Adviser
areas of expertise
- Client Meetings
- Research & Analysis
- Report Writing
- Business support
- 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.
If you’d like a free consultation, please start by completing the form:
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