About Assess My Pension

Tel: 07889 181066

Email: will@bedfordwealth.co.uk

About William (Will):

Independent Financial Adviser

Director

Having been involved in the financial service industry since 2006, Will has extensive knowledge and experience to support his financial planning process. Will has been advising clients through various economic challenges and during this time has successfully built up and maintained a growing client base, along with building relationships with professional connections to compliment his advice in all areas of financial planning.

At the heart of Will’s advice process is the passionate belief that through careful and considerate financial planning, his clients will have the firm financial foundation to build the life they want now and in the future.

Key Points:

• Will has many high-net-worth clients and has overcome many of the tax challenges these clients face.
• This has led Will to become the company specialist in inheritance tax planning, trusts, and tax-efficient investments.

Tel: 01200 227232

Email: kirsty@bedfordwealth.co.uk

About Kirsty:

Independent Financial Adviser

Director

First joining the industry in 1996, Kirsty has nearly 30 years’ experience in the financial services sector.

Having never been involved in any other industry, Kirsty has the experience, knowledge, and understanding of this industry to enable her to provide personal, friendly, and often said ‘easy to understand’ advice to her clients, making the complex seem simple.

Outside of work, Kirsty is married to Will and has 3 children. As well as spending quality time with her family at the weekends, she enjoys trying to keep fit, eating out, and socializing with friends.

Key Points:

• Kirsty became fully qualified as an Independent Financial Adviser in 2006 and has continually enhanced her qualifications and expertise since that date.
• In addition to the minimum qualification requirements of an adviser, Kirsty has self-studied in her own time and achieved Advanced Financial Planning diplomas in the following subjects:
  • Personal Taxation and Trust Planning
  • Financial planning process
  • Pension planning (which includes pension transfers and Retirement income planning)
• In addition to this, Kirsty has achieved qualifications in mortgage advice together with equity release.

Tel: 01200 227232

Email: vicky@bedfordwealth.co.uk

About Vicky:

Senior Administration Assistant

Vicky is our senior administration assistant and supports the advisers in dealing with new client business, report writing, and ongoing service requests from clients. As part of the team, she’s the first point of contact for clients and liaises with providers to ensure investment requests are correctly processed and invested. Vicky is on hand to deal with client queries during office hours.

Away from work, Vicky is mum to 4 children and enjoys socializing with her friends, spending time with her close family, and craft making. Vicky is also fluent in Makaton.

About Bonnie:

Meet our newest member of the team Bonnie Bedford

Bonnies primary responsibility is to ensure the morale of the team stays high by offering lots of cuddles, affection, and non-judgmental listening during stressful deadlines or difficult tasks. No matter how busy the day gets Bonnie offers lots of joy, a constant wagging tail and a big smile throughout. She also provides a gentle reminder of when it's time to leave your desk and go and have a little recharge and walk in the fresh air.

If you pop into the office you may get to meet her (if you wish) or she sometimes provides surprise appearances during video calls