William's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 5 )
Pensions ( 95 )
Retirement income (annuities, drawdown) ( 53 )
Investments and Savings ( 47 )
Pension Transfers - Non Specialist ( 23 )
Inheritance Planning ( 4 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 19 )
Financial Planning ( 30 )
Financial Mentoring ( 7 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 20 )
£100k - £200k ( 13 )
Up to £50k ( 10 )
£50k - 100k ( 10 )
Review
by a verified client in Buckinghamshire
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To transfer pensions and get second opinion
How has William Bedford helped you?
Will has saved us money by increasing our investments within our pension funds
Have you seen the outcome you were hoping for?
I have seen more than I was hoping for
What could they have done better?
No
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 was unhappy with my previous advisor
How has William Bedford helped you?
He has consolidated my pensions. Offered me advice on the mix of investments to help grow my pension pot while not taking too high a risk. He has also gone through the funds options and been clear about fees and costs. He has also advised me on my btl properties and the best strategy for these
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing really - the advice and support has always been excellent
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?
recommended
How has William Bedford helped you?
explained my requirements
Have you seen the outcome you were hoping for?
yes
What could they have done better?
?
Review
by a verified client in Ayrshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed a financial adviser to help manage our money so we could get the most from it using sound advice from someone who is specifically trained in this area!
How has William Bedford helped you?
We have used Will’s services for many years now and from the outset we have always been very satisfied with the advice and information provided for all sorts of financial situations from mortgages, pensions and investments.
Have you seen the outcome you were hoping for?
Yes, we have always seen the outcomes we are hoping for and this always encourages us to contact Will if we need further financial advice.
What could they have done better?
Nothing! We have always been very satisfied with Will’s services!
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?
Not very clued up on pensions will puts ypur mind at ease and invests well
How has William Bedford helped you?
With my pension and good advice
Have you seen the outcome you were hoping for?
Hopefully
What could they have done better?
Not much really