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Stephanie Beddis

pro Member - BRISTOL : CLIFTON

Kilsaran Financial Planning - Associate Partner...

Financial adviser - working with individuals and business owners on all aspects of financial planning.

A bit about me...

I specialise in providing financial planning advice to clients who wish to achieve or maintain their financial security. We all live in a complex world where successful businesses, individuals and families need sound financial advice that they can depend on.

For individuals I can help with:

-Pension reviews, consolidation

-Help understanding your current pension(s)

-Tax efficient investments & making appropriate saving and investment choices

-Getting a better rate of interest on your savings

- Protection planning for sickness, injury, death for yourself and loved ones

-Planning for children’s/grandchildren’s future 

-Mortgage for a home or reviewing your mortgage when the fixed rate has ended

-Inheritance tax planning

-Getting a Will in place   

 

For business owners I can help with:

- Work with your accountant to ensure all the tax, accounting and financial advice you get is properly joined up

-Tax efficient profit extraction from your business

-Maximise business and personal tax breaks, reliefs and allowances available to you.

-Help protect your business, key staff should something happen to you or key members of your team

-Planning for retirement & pensions reviews

-Advice on pensions use to support business activities i.e. purchase of a commercial property

-Establishing a Workplace Pension Scheme

-Attract and retain staff through developing appropriate employee benefit strategies