William Bedford

What were the circumstances that caused you to initially look for an adviser?

Needed advice about my pruvate pension

How has William Bedford helped you?

He advised where best to put my pension to suit my needs

Have you seen the outcome you were hoping for?

It certainly looks that way

What could they have done better?

Nothing to add

What were the circumstances that caused you to initially look for an adviser?

Tried to arrange a mortgage deal myself but found the lender difficult to del with

How has William Bedford helped you?

William made the process a lot less stressful

Have you seen the outcome you were hoping for?

Yes mortgage was offered and completed. I have since had Will arrange a better pension plan.

What were the circumstances that caused you to initially look for an adviser?

I had a number of pensions that were not in use and wanted to put them all together.

How has William Bedford helped you?

William has been very helpful with my needs to invest my old pensions and given me some very good advice.

Have you seen the outcome you were hoping for?

So far yes.

What could they have done better?

Nothing.

What were the circumstances that caused you to initially look for an adviser?

I required financial guidance in respect to planning for retirement. I had a pot of savings available and wished to use the services of a professional to not only secure this money but obtain an effective return on my investments, higher than that what was available to me through a high street bank

How has William Bedford helped you?

Will is an advisor with a wealth of knowledge. He has provided expert, timely guidance with clear and concise information that has provided me with confidence in my investments strategy.

Have you seen the outcome you were hoping for?

My initial investments were made at a difficult time in the markets which has influenced the outcomes. Whilst no losses have been incurred, my expectations have been for greater growth in my portfolio. I understand that these outcomes should provide an effective return on investments over a sustained period

What could they have done better?

I am happy with the guidance and support that is currently being provided

What were the circumstances that caused you to initially look for an adviser?

I had a lot of pensions that I needed advise with

How has William Bedford helped you?

Explained in plain English on the pro and cons of each policy

Have you seen the outcome you were hoping for?

Yes