About Us

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. 

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

Established in 2015 by financial expert Stephanie Beddis, Kilsaran Financial Planning puts you first in every part of our business. We tailor our service and solutions to suit your individual needs, your time and your overall circumstances. You’ll be listened to and we’ll be transparent about our process at every stage.

And thanks to being an Associate Partner Practice of St. James's Place, we’re also able to reach out to a variety of investment experts, tax specialists and business consultants - so you get access to the best possible financial advice.

"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 my full understanding before committing to a product". - David Shatti, Doctor, Bristol 

We know financial products and services can be complex, so let us do the hard work for you. 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. 

Let us deliver you a brighter financial future. Contact us today to arrange a no obligation initial consultation.

 

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested.