Sam BentleyIndependent Financial Adviser

Untitled-1_0026_celtic headshots8
areas of expertise
  • Client Meetings
  • Research & Analysis
  • Processing
  • Report Writing
  • Business support

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

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.ย  Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018.ย  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.

    Citywire Top 100 Financial Planning Firm