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The What



We provide an Independent advice service. This means that we will make a recommendation for you after we have assessed your needs. Our recommendation will be based on a comprehensive and fair analysis of the market. We are constantly reviewing the market to ensure that the services and products we offer are appropriate to our clients.

Where we recommend particular investment strategies and products to you, these will be selected based on your personal circumstances, financial goals and objectives. We’ll consider a number of factors, including the services you need, the cost of investing, how much risk you are prepared to accept in an investment product and how much of a drop in its value you could withstand.

Services Bamford Financial Planning
The areas we can advise on include:
  • Life assurance
  • Unit trusts
  • Investment bonds
  • Open ended investment companies
  • Pensions
  • ISAs
  • Annuities
  • Structured deposits
  • Phased retirement & Drawdown
  • Investment trusts
  • Long term care
  • Exchange traded funds
  • Term assurance
  • Enterprise investment schemes
  • Critical illness cover
  • Venture capital trusts
  • Income protection
  • Structured products

We don’t provide advice in relation to individual share holdings however this could form part of a portfolio from a recommended fund manager.

We provide an Independent mortgage service. We will search the whole of the market to find the most appropriate mortgage to suit your particular needs. Where required, we can also advise on equity release mortgage products. We do not offer deals that you can obtain by going direct to a lender.

Services Bamford Financial Planning

Our advised protection planning services are suitable if you are looking for the best way to protect you, your family or your business through products such as critical illness cover, health insurance and life cover. We advise on non-investment protection products e.g. term assurance, income protection and critical illness from a range of insurers.

Services Bamford Financial Planning