We see it as a privilege managing your money and developing a plan that we will see you live. Your finances are deeply personal and we never take them for granted.
We believe that unbiased, personalised financial advice for every part of life is essential to living well. Bamford Financial Planning covers everything money touches – from starting a business to selling a business, buying a property, to having a baby, and so much more. Whichever junction in life you are at we can build a financial plan and provide the advice to help you reimagine what is possible in your life.
Why choose us…
we adapt to change
We are always working hard behind the scenes to make sure our clients have the best outcomes possible. We are not afraid of change and will do so, if it’s in your interests to do so.
we connect with you
We have seen many existing clients fulfil their dreams and aspirations, But also seen sadness. As each year passes, we know and understand you better which is invaluable in helping you lead your desired lifestyle.
we keep it simple
We explain things as simply as possible and cut out the jargon.
Who we work with…
A lot of our clients fall within the sectors below, if you don’t, just give us a call on 01684 562842 and we will let you know if we can help.