Stephanie Beddis | Financial Expert Bristol
Stephanie Beddis
Financial Expert
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Stephanie is the owner of Kilsaran Financial Planning and has a wealth of experience from dedicating her entire career to the financial services sector. Stephanie works with individuals, senior executives and business owners helping them plan and review their financial future. Covering investments, all things pension related, post retirement planning, protection and estate planning.
Stephanie Beddis
Financial Expert

Face to Face

Video

Phone

Email
Stephanie is the owner of Kilsaran Financial Planning and has a wealth of experience from dedicating her entire career to the financial services sector. Stephanie works with individuals, senior executives and business owners helping them plan and review their financial future. Covering investments, all things pension related, post retirement planning, protection and estate planning.

Biography

Stephanie set up her company, Kilsaran Financial Planning because she loves working directly with clients like you. Kilsaran is the name of the village in southern Ireland where she grew up.

A place where community, looking after one another and treating everyone with kindness and respect helped make her who she is today. They’re values that matter to her clients too, so it was the natural choice when choosing her company name. She has over 20 years’ experience in financial services

Finding the right company to trust with your financial future is a big decision. You need to know the people behind it have your best interests in mind and the expertise to guide and support you. When you place your trust in Kilsaran Financial Planning, they take that seriously.

Getting it wrong could have a lasting impact on your future and those of your loved ones. That’s why at Kilsaran Financial Planning, they take the time to listen and understand what you need and offer expert advice you can trust.

Whether that’s pension planning, advice relating to your business, protecting you/your loved ones or saving for a special event - whatever financial help you need, you’ll get friendly and professional support from the start.

So whether it’s pension or investment planning, inheritance tax planning, advice relating to your business, protecting you/your loved ones - whatever financial planning help you need - you’ll get friendly and professional support from the start.

Testimonial

"Stephanie is a highly professional individual who always puts my needs first. My experience with Stephanie have been first class and I would happily recommend her business to others. We have developed a very strong rapport and I look forward to receiving further advice from her in the coming years as my personal circumstances dictate. Thank you Stephanie."

Simon Brown, Wealth Management, Bristol


Disclaimer

Kilsaran Financial Planning is Associate Partner Practice of St. James’s Place Wealth Management.

The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.