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Welcome to Bamford Financial Planning

Our purpose is to make a positive difference to you and your family and it is this purpose that energises us and shapes the culture of our business.

People seek financial advice for a number of reasons, but most of the time it can be boiled down to one thing: peace of mind. You want to make sure that you can live the life you want to without running out of money. It’s a simple goal, but an important one. And we can help you achieve it.

Homepage Bamford Financial Planning
Homepage Bamford Financial Planning

Our philosophy is simple. We start with you, because until we truly know you, we cannot advise you.

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Our Approach: Lifestyle Financial Planning

Simple, we start with you.

Everyone is unique, we know that one persons reasons or “why” will differ from the next, which is why we start there.

1 – Your Why
Homepage Bamford Financial Planning

We start here, with you. Where are you now, what brought you here and where do you want to be in the future. We have ways to assess your situation and goals, but above all we listen.

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2 – Our How
Homepage Bamford Financial Planning

We identify your circumstances now and what you want for the future. Then, and only then, we identify the resources you might need to satisfy these needs and achieve the future you want.

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3 – The What
Homepage Bamford Financial Planning

These are the tools we have in the box. Once we have a clear vision of your circumstances and a clear plan, we can then search the whole of the market for the right tools to facilitate your future.

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