This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
At Bedford Wealth our role is to make your money work harder for you. Regardless of your situation our independent advisors will look at your current financial position and work with you to help you achieve the goals that you want to. You can then relax, in the knowledge that your finances are being managed in a way that suits you.
We pride ourselves on our ability to build a strong working relationship with our clients, we do this through providing honest, straight talking advice based around your needs and requirements.
Clients like what we do as we believe in a proactive approach to management. We think this approach is the cornerstone to a sound financial future and as such, we review clients portfolios on a quarterly basis.
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.