Stephanie Beddis
Chartered Financial Planner
Welcome to Kilsaran Financial Planning! I’m Stephanie Beddis and I set up this company because I love working directly with clients like you.
About
Kilsaran is the name of the village in southern Ireland where I grew up. A place where community, looking after one another and treating everyone with respect helped make me who I am today. They’re values that matter to my clients too, so it was the natural choice when choosing my company name.
My entire career has been in the financial services since I started as an office junior at 17. But I have my uncle to thank for sparking my interest. When I was 9 years old, he gave me the princely sum of £50 and said, “make sure you invest that money wisely”. I used it to open my first savings account, (after buying a few sweets) and it started me on a journey I’ve been on ever since.
The most rewarding part of my job is spending time with my clients - most of whom I’ve been working with for years. Often people come to me because they’re looking to make important financial decisions - so it’s vital they feel comfortable discussing questions they may have.
I am also proud to say I am a Chartered Financial Planner so you can be assured I have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading advisers that is wholly committed to providing you with the best possible advice, service and support.
I know your financial story will be unique, so I’ll take the time to get to know you and listen to what you need. So, when you trust us with your money, assets, pensions or businesses, we’ll tailor our service to make sure you get the solutions right for you.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
