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William Bedford

William Bedford of Bedford Wealth Ltd is based in Accrington. William has up to 14 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
[FCA CF] Client dealing
[FCA CF] Functions requiring qualifications
CPD20 - Advising or arranging regulated mortgage contracts
CPD21 - Advising or arranging equity release transactions
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
CPD7 - Personal recommendation on long-term care insurance
SMF17 Money Laundering Reporting Officer (MLRO)
SMF3 Executive Director

Previous Employment:
Sterling North Limited04/01/2017 to 08/12/2019
St. James's Place Wealth Management Plc21/08/2015 to 25/01/2017
Nexus Wealth Limited21/08/2015 to 25/01/2017
Clarity Financial Partners LLP08/04/2010 to 07/05/2015
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