William's reviews
Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 5 )
Pensions ( 76 )
Retirement income (annuities, drawdown) ( 38 )
Investments and Savings ( 33 )
Pension Transfers - Non Specialist ( 18 )
Inheritance Planning ( 1 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 15 )
Financial Planning ( 21 )
Financial Mentoring ( 6 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 15 )
£100k - £200k ( 11 )
£50k - 100k ( 9 )
Up to £50k ( 7 )
Review
by a verified client in Lancashire
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted a new adviser, researched local advisers and chose Will.
How has William Bedford helped you?
Very clear and prompt advice. Moved pension savings and very happy with outcome.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Don't think. they could have.
Review
by a verified client in Lancashire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Age
How has William Bedford helped you?
Reassured me by explaining everything in terms that where easier to understand. Don't
Have you seen the outcome you were hoping for?
Yes definitely.
What could they have done better?
Don't really know very satisfied.
Review
by a verified client in Manchester
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for retirement
How has William Bedford helped you?
Provides sound advice and support
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing! We are always very happy with the advice we receive.
Review
by a verified client in Buckinghamshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed help to understand my various pension pots.
How has William Bedford helped you?
He has advised on several different options.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Lancashire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to retire
How has William Bedford helped you?
He gave us great advise and went above and beyond to sort out my pensions couldn’t have sorted it without him
Have you seen the outcome you were hoping for?
Yes definitely
What could they have done better?
Nothing