Sam Binstead

Chartered Financial Planner & Investment Director @Chilvester Financial

Chippenham, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2013 — Present

Chartered Financial Planner & Investment Director @Chilvester Financial

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SKILLS

Pension SchemesLife InsuranceFinanceRetirementStrategic Financial PlanningParaplanningMutual FundsIncome ProtectionEstate PlanningInvestment StrategiesPersonal PensionsFinancial ServicesInheritance Tax PlanningWealthFixed AnnuitiesProtectionLong-Term CareHigh Net Worth IndividualsFinancial AdvisoryPortfolio ManagementFinancial PlanningMortgage LendingWealth ManagementInvestment AdvisoryInvestment PropertiesInvestmentsPensionsLong Term CareInvestment ManagementRetirement Planning

ABOUT SAM BINSTEAD

Most financial advice talks about how to build more wealth.That’s important, but I’m more interested in how you use it. How money gives you freedom, security, and choices. How you make decisions that feel right for your life.I work with people who’ve done well for themselves. Business owners. Senior professionals. Couples thinking about retirement.They come to me because they’re juggling big decisions about the future. Retirement. Business exits. Making work optional. They want to know where they stand, what they can afford to do, and how to make the most of the years ahead.Together, we build a plan that gives them confidence.If you’ve got important decisions to make and want someone who’ll take the time to get it right, I’d be happy to talk:I’m a Chartered Financial Planner and Director at Chilvester Financial. I’ve been helping clients make sense of their money since 2013. A few years back I was named twice in New Model Adviser’s Top 35 under 35. I believe that money is a tool, not the goal. That living well matters more than dying wealthy. And that financial planning should always start with you, not your investments:At Chilvester, we pride ourselves on clear, independent advice. From retirement planning and investments to tax strategy and business exits, we help you make confident decisions about your future.

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Sam Binstead — Chartered Financial Planner & Investment Director at Chilvester Financial in Chippenham, GB | Unifers