William Bedford

William Bedford

Bedford Wealth Ltd

Minimum savings/pensions: Over £50,000

0330 038 8939
Based in Accrington
View location

Top Rated 2025
Verified since: April, 2023

4.9 out of 5

63 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 10 March 2025

    William and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 27

    Recent Client Reviews

    Verified reviews: 100%

    William has received 27 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 17 October 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 6

    Qualifications Uploaded

    6 qualification certificates available to view

    William has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    William has not yet added their fees to their profile

  • 3

    Positive First Impressions

    67% of users who are not yet clients had a positive first experience with William

    67% of VouchedFor users have had a positive (4 or 5 star) first experience with William (based on 3 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 10 March 2025

    William and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 27

    Recent Client Reviews

    Verified reviews: 100%

    William has received 27 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 17 October 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 6

    Qualifications Uploaded

    6 qualification certificates available to view

    William has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    William has not yet added their fees to their profile

  • 3

    Positive First Impressions

    67% of users who are not yet clients had a positive first experience with William

    67% of VouchedFor users have had a positive (4 or 5 star) first experience with William (based on 3 first impressions)

I have built my business helping ordinary people from every walk of life make the best out of their current financial circumstance. Whether it be retirement planning (pre or post retirement), investments, protection, mortgages or a general financial review, I am happy to offer my expertise and knowledge to assist those looking for financial guidance. I have 20 years experience in the financial services industry and I am passionate about providing independent advice on a face to face basis. I believe that regular reviews are a cornerstone to sound financial planning and I enjoy a good ongoing relationship with my clients.

Offers available through VouchedFor

Contact William through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About William's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

Household income

Mortgage value

Savings

Clients' level of financial expertise

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