Barnaby Bamford
Director & Financial Adviser
We are a small family business with a focus on putting you first.
We understand that it’s not just about accumulating and managing wealth, but using your wealth to help you realise and achieve your life’s goals. That’s why we firmly believe that although money matters, life comes first.
Meet us…
Francesca Bamford-Strong
Practice Manager & Protection Specialist
Francesca Bamford-Strong
Practice Manager & Protection Specialist
Francesca’s career started as a Teacher which she did for 15 years, but she changed career 5 years ago to join the family business (she was a Bamford). She runs the everyday management of the back office very efficiently and has developed her skills over the last 5 years to become a specialist protection adviser.
Outside of work, she has 2 young children that take up most of her time. She also enjoys walking her dog on the Malvern Hills and generally keeping fit!
Barnaby Bamford
Director & Financial Adviser – DipPFS
I have been in financial services for 20 years and during that time I have come to realise that lots of people find it hard to get to grips with their money, regardless of how much they have. Your relationship with money actually has an impact on everything in your life and taking control of it brings an amazing positive impact.
I work with my clients over the long term helping them to develop their financial plans so that they have enough money to do all the things that they want to do. I coach my clients to stop worrying about money and feel confident about their finances.
I believe that financial planning is about more than money. I work best with people who are ready to get their finances and their investments in order and are willing to be coached to look at all aspects of their life so they can achieve the best possible outcomes.
Exercise is my way to break up the day and give a fresh perspective and you will find me on the Malvern Hills by foot or bike at all sorts of hours to get my fix.
I have a busy family life with my wife looking after 3 energetic boys.