About us

We firmly believe that by planning your finances to meet your goals and objectives you will:

  • Have a much greater confidence of where you are going in life
  • Reduce your stress levels and start to enjoy life more
  • Gain control and peace of mind through knowing whether you’re on track for the future you want for you and your family

Our Team

Brian Bamford - Investment Research and Technical Expert - DipPFS
Brian is responsible for maintaining the well established and long standing relationships with all clients and also provides the company with expert knowledge and insight when it comes to your reviews and on-going requirements. Brian has more than 30 years’ experience in the Financial Services Industry and had attained Diploma status making him well placed to perform this function within our Business. This role is vital in helping us to maintain the level of service that our clients expect.

This is a non-advisory role.

Barnaby Bamford - Financial Adviser - DipPFS
Barnaby is a fully qualified financial adviser. He has over 12 years experience in financial services and in this time has built a high level of knowledge in all aspects of the industry and has had the opportunity to draw from the vast experience of his father Brian. Barnaby has attained many industry qualifications including the Diploma in Financial Planning and has committed to continuous
professional development to ensure that he provides cutting edge financial advice.

Barnaby’s primary objective is to ensure that Bamford Wealth Management’s clients are provided with the highest level of advice and service possible.

This is an advisory role.

Sebastian Bamford - Mortgage Adviser CeMAP
Sebastian is our Mortgage Manager and is charge of the day to day running of this side of the business. There have been a lot of changes in the mortgage market which have made obtaining a mortgage more and more challenging, not only due to affordability, but due to the difference in lenders criteria. Sebastian makes sure that the hassle and stress is taken away from you by processing your mortgage from start to finish, keeping you updated at key stages. He will also liaise with the Estate Agent and your Solicitor to ensure as far as possible that everything is on track.

Kay Prestidge - Practice Manager and Pension Technical Expert - DipPFS
Kay has 19 years’ experience in Financial Services undertaking various roles ranging from Product Provider Sales Support to IFA Compliance and Technical Management. She has a keen interest in Pensions and has therefore developed a vast in depth technical knowledge in this area. Her knowledge is further supported by her many qualifications in Financial Services and including the Diploma in Financial Planning. Kay adds value to our team by performing research and calculations where necessary to support the advice process and she is also responsible for ensuring that all clients are reviewed proficiently and regularly and that all your queries are dealt with.

This is a non-advisory role.

Francesca Strong - Client Relationship Manager
Francesca is our new team member and we look forward to working with her moving forward. Her background has been as a teacher for the last 12 years and now she is pursuing a change of career. Francesca was a Bamford which now truly makes us a family business.

Her role within the team is to provide support to ensure the implementation of any advice is completed in a succinct and professional manner. She liaises with clients to help with maintaining relationships and is the point of contact for questions especially for administration to ensure you experience a smooth process.