William Bedford

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

Retirement Planning

How has William Bedford helped you?

Effectively supported and managed our finance

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not known

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

I wanted to transfer from a Company pension to a Private Pension.

How has William Bedford helped you?

William provided clear advise on what my options were, he understood my circumstances and we also discuss how these may change in the future. Over the years William has continued to consider different options for me, and responded to changes in circumstances. He continually ensures that my pension requirements are met.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing comes to mind.

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

Upon retirement needed advice reference pension and investments

How has William Bedford helped you?

Never invasive but advises whenever help is required or legislation changed

Have you seen the outcome you were hoping for?

More than happy with outcome

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

I had a number of pensions and wanted to put them all together.

How has William Bedford helped you?

William talked me through the process and has continued to give me sound advice on my savings.

Have you seen the outcome you were hoping for?

Yes,so far.

What could they have done better?

Nothing.I'm happy with everything William has done for me.

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

financial planning for retirement

How has William Bedford helped you?

helped with transfering my workplace pension and setting up monthly draw down

Have you seen the outcome you were hoping for?

very much

What could they have done better?

nothing