An Associate Partner Practice of St. James's Place Wealth Management

Kilsaran Financial Planning

Stephanie Beddis

I pride myself on offering a highly professional and personal approach to financial planning. I work with individuals, business owners and directors to devise comprehensive long-term tailored plans to help achieve their financial goals.

About

I am committed to providing the highest level of skill and expertise by delivering bespoke face to face financial advice to both individuals and companies on all aspects of financial planning.

My focus is to build trusted long lasting professional relationships with clients by fully understanding their needs, wants and aspirations which will then enable me to deliver a tailored financial solution. Planning a secure future for you, your family or business is one of the most important steps you will take. I offer financial advice on a full range of financial planning issues including investment planning, retirement planning, family protection, business strategy and protection as well as inheritance tax planning.

Providing high quality advice, bespoke to each individual, allows my clients to concentrate more of their time on enjoying life. My clients benefit from having peace of mind that they are being looked after by a qualified professional with uncompromising ethics.

I have a passion for service, trust and impeccable professional standards and as such Kilsaran Financial Planning should be regarded as a safe pair of hands in the Financial Services Industry.

Originally from Co. Louth in Ireland I moved to the UK almost 20 years ago and have always worked within Financial Services. It is an industry that I am passionate about and am fortunate enough to be able to say I really do love my profession. I pride myself on being highly professional and client focused. Every day is different and this is one of the many things I love about what I do.

I fundamentally believe in building and maintaining a long term relationship with my clients and their families. My focus is to provide my clients with a source of trusted advice as their financial needs evolve over the years.

When I am not at work I very much enjoy spending time with my family and friends. I have a passion for travel and really enjoy visiting countries to see the sights, understand their culture, enjoy new experiences and of course – indulge in the culinary delights.

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
This is a professional with morals and integrity, and a great personality to match! Stephanie provides an objective eye into the complex world of finance, ensuring I get the best service and products to suit my needs. Everything is explained in clear, jargon free language taking the time to ensure m...
David Shatti |Doctor, Bristol
Stephanie is a highly professional individual who always puts my needs first. My experiences 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 ...
Simon Brown |Wealth Management, Bristol
From the moment I started working with Stephanie I knew she would have my best interests at the heart of any decisions she helped me make. I had a major change in circumstances which required a complete rethink about my finances. Stephanie took great care to understand my needs fully including my ...
Verity Prest |Deputy Branch Manager, Mynyddbach Chepstow
Stephanie has always provided good sound advice which has been both concise and easy to understand. She provides an excellent and friendly service and replies promptly to any questions and concerns I have raised. I would not hesitate in recommending her to anyone.
Anthony Perkins |Civil Engineer/Retired, Chippenham Wiltshire
Stephanie's pension advice following divorce literally positively changed the whole retirement landscape that lay ahead. She explained everything in terms that were understandable and I cannot thank her enough. Since then she has also taken care of my investment needs. She is a true professional, so...
Name Supplied
I’d like to thank Stephanie for her excellent financial advice and support with planning. She has made the whole process as seamless as possible, through flexible appointment times and taking the load in terms of completing the forms and paperwork. Approachable, friendly and highly professional. I h...
Natalie R Morris |Speech & Language Therapist, Bromsgrove
I cannot recommend Stephanie Highly enough - her in depth knowledge, attention to detail, first class advice & support has been invaluable. We now have a much better understanding about pensions and both take great comfort in the fact that we have Stephanie as our go to person. I have and will conti...
Jo Richards |Authorised Distributor Utility Warehouse, Bristol
Stephanie has partnered with my employer to offer on-site 1:1 financial planning sessions. At the time of arranging the initial meet with Stephanie, my wife and I were expecting our first child; I wanted to talk to an expert about our protection gap to secure our futures against any unforeseen turbu...
Joe Nott |Senior Business Analyst, Sedgeberrow

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Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

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.

Stephanie Beddis
Kilsaran Financial Planning