David Bentley Location
Bristol, England, GB
David Bentley Work
- 2013 - now Chartered Financial Planner @ Clifton Wealth Partnership
- 2013 - now Chartered Financial Planner @ Pension-led funding
- 2013 - now Chartered Financial Planner @ Clifton Wealth Partnership
- 2012 - 2013 Financial Planning Manager @ AXA Wealth
- 2010 - 2011 Financial Planning Manager @ HSBC
- 2007 - 2010 Personal Finance Executive @ AWD Moneyextra
David Bentley Education
- University of Wales Trinity Saint David
Bachelor's degree (Marketing)
2002 - 2005
David Bentley Skills
- Wealth Management
- Income Protection
- Strategic Financial Planning
- Pensions
- Financial Advisory
- Relationship Management
- Financial Risk
- Critical Illness
- Retail Banking
- Financial Markets
David Bentley Summary
David Bentley, based in Bristol, England, GB, is currently a Chartered Financial Planner at Clifton Asset Management plc. David Bentley brings experience from previous roles at Pension-led funding, Clifton Wealth, AXA Wealth and HSBC. David Bentley holds a 2002 - 2005 Bachelor's degree in Marketing @ University of Wales Trinity Saint David. With a robust skill set that includes Wealth Management, Income Protection, Strategic Financial Planning, Pensions, Financial Advisory and more. David Bentley has 1 emails on RocketReach.
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Top Clifton Wealth Partnership Employees
-
Anthony Carty
Director at Clifton Wealth Partnership
Bristol, England, GB14 -
David Bentley
Chartered Financial Planner at Clifton Wealth Partnership
Bristol, England, GB11 -
Jack Marston
Investment Support Analyst at Clifton Wealth Partnership
Bristol, England, GB1 -
Jack Last
M and A Integration Team Leader at Clifton Wealth Partnership
Bristol, England, GB1 -
Peter Harvey
Financial Advisor at Clifton Wealth Partnership
Bristol, England, GB1
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