What We Do

By meeting with clients to understand their financial objectives and review their current situation. Following this, if appropriate, arrange suitable provision to ensure financial security for them and their families to help ensure these objectives remain achievable.

By understanding client’s objectives, and what they wish to achieve, I take into account any concerns they may have to enable me to provide suitable solutions.

Allowing for any constraints that the client provides, these are designed to help them achieve their objectives, be it investing for a once in a life time holiday, or a comfortable retirement or anything else.

It is said that Inheritance tax is the only tax you choose to pay and that you trust the Tax man more than you do your family.

By obtaining from the client an estimate of his/her estate, and how they wish their estate to be distributed, will highlight if there is a potential inheritance tax liability or not. If there is, then ways of possibly reducing the tax on the estate will be discussed.

If there is no liability based on value and current legislation I inform the client and also highlight any potential future liability that may be incurred in certain circumstances.

Why We Joined The Room

Having experienced a number of networking groups I joined TheRoom as I found the meetings relaxed and friendly. Since joining, the members have helped my business to grow as well as being a source of trusted people whom I am happy to recommend to my clients when they require a service that a member can provide. I know that members of TheRoom will provide the same level of service that I provide to my clients, which further cements my relationship with my clients.


We are very proud of everything that our members have achieved. There are many reasons why you should come along and have a look at our meetings, but these are the top 5....

  1. Structured but Relaxed

    Ask any of our members why they love our meetings and they will tell you that it’s because we offer real business opportunities, using a proven structure, but without any of the pressures that are often associated with some other networking groups.

    Ultimately our meetings are all about making money for all our members and we wouldn’t continue to be successful and growing as a group if it didn’t work.

  2. Only One of Each Business Represented

    We only allow one business for each trade, or industry, so you will have your business sector all to yourself.

  3. Affordable Network Meetings

    We keep our costs to a minimum while keeping the quality of the meetings, venue and breakfast as high as possible.

    This gives you the best possible return on your investment.

    As a not for profit organisation, all our group funds are invested back into making the group stronger & more profitable for all our members.

  4. Ongoing Educational Business training

    We have a program of ongoing training that covers many different areas of business, from accounting and compliance, HR, marketing, social media, banking, legal etc.

    These training sessions are encorporated into our weekly meetings so our members can learn while they earn!

  5. Money Back Guarantee

    We are so confident that you will benefit from membership of our meetings, we offer a 6 month guarantee.

    If you attend our meetings, follow our training and are an active member of the group, if you haven’t invoiced at least your joining fee, we will give you not just your joining fee back, but the same again!!

    You really can’t lose by giving Networking Bedford a trial…