Chartered Financial Planner
Current
Mar 2018 - Present
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Sam Beesley Email & Phone Number
I am a Chartered Financial Planner specialising in Responsible Investment strategies to help build and protect your wealth
at
Argent Chartered Financial Planners
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Current company
Role
I am a Chartered Financial Planner specialising in Responsible Investment strategies to help build and protect your wealth
Location
Milton Keynes, England, United Kingdom
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Sam Beesley is listed as I am a Chartered Financial Planner specialising in Responsible Investment strategies to help build and protect your wealth at Argent Chartered Financial Planners, a with 4 employees, based in Milton Keynes, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Sam Beesley.
Sam Beesley previously worked as Chartered Financial Planner at Argent Chartered Financial Planners and Chartered Financial Planner at St. James'S Place Wealth Management. Sam Beesley holds Sport Journalism from University Of Brighton.
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Argent Chartered Financial Planners
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Profile bio
About Sam Beesley
At Argent Financial Planners we provide busy professionals and business owners with opportunities to grow their wealth while also investing Responsibly -Do you know how much longer it is before you can comfortably retire? We’re experts at retirement planning with over 40 years of experience helping clients plan for and achieve a successful retirement-Are you confused by how and where your pension or investments are invested? We will discuss your current situation and financial goals, then provide personalised advice. We handle portfolios of all sizes, with managed risk-If you became sick or could no longer work, would you still be able to provide for your family? Our Protection Planning products offer Life Insurance, Income Protection and Critical Illness cover for any eventuality-Are you worried that large companies put profits before the planet? Responsible Investing is integrated in everything we do, so you can have peace of mind your money is doing good for everyoneI’ve helped people protect their wealth for almost 10 years and my goal is to build long term relationships by providing bespoke practical advice that helps people meet their financial needs. I specialise in:-Retirement planning-Savings & investment portfolio management -Inheritance & estate planning-Investment reviews & optimisation -Ethical & Responsible investing-Life insurance & Protection PlanningAs an adviser at a Senior Partner Practice of St. James's Place, you can rest assured your money is being managed in full compliance with all the latest regulations and that we are poised to take full advantage of new and exciting opportunities as they appearIf you want to build financial wellbeing in a world worth living in, please get in touch with me, Sam Beesley to chat about your optionsemail: sam.beesley@sjpp.co.ukwebsite: www.argentwm.co.ukTel: 0795 036 8113The value of an investment with St. James's Place may fall as well as rise. You may get back less than you invested. The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles `Partner' and 'Partner Practice' are the marketing terms used to describe St. James's Place representatives. Argent Chartered Financial Planners is a trading name of Argent Wealth Management LtdSJP Approved 02/01/2024
Listed skills include Estate Planning, Pensions, Office Management, Investments, and 22 others.
Current workplace
Sam Beesley's current company
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Argent Chartered Financial Planners
9 roles
Sam Beesley work experience
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Chartered Financial Planner
Current
St. James'S Place Wealth Management
Mar 2018 - Present
Paraplanner
Oct 2015 - Feb 2018
Paraplanner
Mazars Financial Planning Limited
Jan 2015 - Sep 2015
Paraplanner
St. James'S Place Wealth Management
o Working closely with the top producing adviser within the businesso Prepping client files, analysing funds and performance of client’s existing investmentso Producing clear, concise Suitability Reports, including pension and investment replacementso Producing investment strategies for clients; Investments, Tax, Pensions, Protection and IHT relatedo Developing a one page A4 financial snapshot to aid the adviser’s meetingso Supporting management in producing weekly and… Show more o Working closely with the top producing adviser within the businesso Prepping client files, analysing funds and performance of client’s existing investmentso Producing clear, concise Suitability Reports, including pension and investment replacementso Producing investment strategies for clients; Investments, Tax, Pensions, Protection and IHT relatedo Developing a one page A4 financial snapshot to aid the adviser’s meetingso Supporting management in producing weekly and monthly KPIso Attending client meetings with the advisero Handling sensitive and confidential client datao Calling and booking meetings with clients and deal with client querieso Submitting all businesso Maintaining client management system Show less
May 2012 - Dec 2014
Support Consultant
St. James'S Place Wealth Management
May 2011 - May 2012
Executive Officer - Appeals Writer
Submit customer appeals to the independent appeals tribunal. This involved reading the customer’s appeal and writing a response to it which answered the appeal covering the customer’s grounds of appeal. It was imperative that the response was accurate according to the guidance and appropriate laws and policies. Required to work to strict and challenging deadlines.
Jun 2010 - Aug 2010
Executive Officer - Real Time And Forecasting And Scheduling Officer
Monitoring and managing the incoming call traffic into the BDC to ensuring we hit our targets for calls answered (90%). Produce a weekly phone rota to ensure we had enough telephony agents available. Produce hourly, daily and weekly figures for my manager in the form on spreadsheets, graphs and other forms of data.
May 2009 - Jun 2010
Administrative Officer - Telephony Agent
Answer calls from customers claiming benefits and use the information they gave me to help answer their query. I was required to hit challenging daily targets on calls answered, call duration and after call work.
Oct 2008 - May 2009
2 education records
Sam Beesley education
Sport Journalism
Education record
Icknield High School
FAQ
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What company does Sam Beesley work for?
Sam Beesley works for Argent Chartered Financial Planners.
What is Sam Beesley's role at Argent Chartered Financial Planners?
Sam Beesley is listed as I am a Chartered Financial Planner specialising in Responsible Investment strategies to help build and protect your wealth at Argent Chartered Financial Planners.
Where is Sam Beesley based?
Sam Beesley is based in Milton Keynes, England, United Kingdom while working with Argent Chartered Financial Planners.
What companies has Sam Beesley worked for?
Sam Beesley has worked for Argent Chartered Financial Planners, St. James'S Place Wealth Management, St. James'S Place Wealth Management Group, Mazars Financial Planning Limited, and Dwp.
Who are Sam Beesley's colleagues at Argent Chartered Financial Planners?
Sam Beesley's colleagues at Argent Chartered Financial Planners include Scott Shearer.
How can I contact Sam Beesley?
You can use AeroLeads to view verified contact signals for Sam Beesley at Argent Chartered Financial Planners, including work email, phone, and LinkedIn data when available.
What schools did Sam Beesley attend?
Sam Beesley holds Sport Journalism from University Of Brighton.
What skills is Sam Beesley known for?
Sam Beesley is listed with skills including Estate Planning, Pensions, Office Management, Investments, Public Sector, Office Administration, Finance, and Team Leadership.
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