Samuel Bentley
Senior Financial Planner @Northumbria Financial Management
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WORK HISTORY
Senior Financial Planner @Northumbria Financial Management
Durham, GB
EDUCATION
University of York
Bachelor of Arts - BA (Hons), Politics with International Relations
Cardiff University / Prifysgol Caerdydd
Master of Science - MSc, International Management
LIBF
Diploma for Financial Advisers (DIPFA)
ABOUT SAMUEL BENTLEY
I’m a trusted and dedicated Financial Adviser with a genuine passion for helping individuals, families, and business owners achieve their financial ambitions. Whether that’s building wealth, protecting existing assets, or planning confidently for the future. Before becoming a Financial Adviser, I held a variety of roles across several banks, and earlier in my career I tried my hand at teaching. In many ways, financial advice has proven to be the perfect blend of both worlds: analytical and people-focused with the added bonus of giving out far less homework these days. I firmly believe that high-quality financial advice should be accessible to everyone. My mission is to empower clients with the knowledge, clarity, and confidence they need to make informed financial decisions at every stage of their planning journey. I have held CAS status for over four years, am qualified to Level 4, and am currently working towards achieving Chartered status.
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