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Best Financial Advisors in Bedford

Handpicked from 53 vetted & reviewed Financial Planning & Wealth Management firms in the Bedford area, discover the top 5 elite providers among the selected group of 24 finalists.

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Heide Swift Financial Planning

Heide Swift Financial Planning

(1)
“We first encountered Heide when purchasing our first house in 2016 and used her to secure our mortgage then. When moving again this year we again contacted her to arrange another mortgage, both times Heide has been incredible - going above and beyond...”
3A Station Square, Flitwick, Bedford MK45 1DP
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McGirls Money Management - Mortgage Broker

McGirls Money Management - Mortgage Broker

(19)
First-Time Buyers, Home Mover, New Build Mortgages
“Brilliant service from David Sims and his team. David made the whole process easy and hassle free. Couldn't have asked for more and managed to find me a brilliant mortgage. Friendly and attentive. Very pleased with the service. Will definitely recomm...”
7 Goldington Rd, Bedford MK40 3JY
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365ifa

365ifa

(12)
  • Mortgage
  • Professional
“Jonathan sourced a mortgage for my partner and I, helping us navigate the extra complications owning your own business adds to sourcing a competitive mortgage. Regular updates were emailed so we never had to chase or nag to get information, unlike ev...”
Heights, Brickhill Road, Bedford MK41 7PH
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Woburn Street Financial Planning

Woburn Street Financial Planning

(6)
  • Pensions
“A highly professional and personal service. The minefield of sorting out our pensions suddenly seemed so straightforward with Danielle's guidance and expertise. From our first appointment we felt so confident and at ease, knowing that we could trus...”
20++ Years Experience
Transparent Fees & Pricing
The old forge, 39A Woburn St, Ampthill, Bedford MK45 2HX
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Harpur Wealth Management Limited

Harpur Wealth Management Limited

(6)
“I have found Adam to be most helpful over the past few years with clear information, regular reviews and sound balanced advice. I have no hesitation in recommending him and HWM ltd”
Free Initial Consultation
Mazars Llp, 19 Goldington Rd, Goldington, Bedford MK40 3JY
Featured

The Changing Shape of Retirement Whether you’re thinking about a phased retirement, starting a new career, or you’re unsure about how to manage your finances, Harpur Wealth Management can guide you through the transition, providing personal retirement plans that allow you to look forward to the future.

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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
97.9 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Mitchell Prockter Financial Services

Mitchell Prockter Financial Services

Pensions, Investments, Life Cover
“Many of our long-term clients first approach us with a specific request or product in mind. This might be due to an inheritance, a pension problem, a change of house or job, a business opportunity, or imminent retirement. Financial Advice is the term...”
15 Grove Pl, Bedford MK40 3JJ
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Paul Young Independent Financial Advisors

Paul Young Independent Financial Advisors

(1)
“Needed advice on my pension scheme, had a meeting with Andrew who was very knowledgeable in this field and helped me understand facts and figures.. Would recommend Positive Responsiveness, Professionalism”
72 High St, Harrold, Bedford MK43 7BH
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Cambria Wealth Management

Cambria Wealth Management

(7)
“I have used Jeremy and Alex at Cambria for a number of years now, setting up my pension arrangements and administering my financial affairs. They have always performed totally professionally, and I cannot fault their regularity and clarity of communi...”
Heights, Brickhill Dr, Bedford MK41 7PH
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Clear Vision Financial Planning

Clear Vision Financial Planning

(4)
  • Lifestyle
  • Risk
  • Pension
“Clear Vision were recommended to my Husband by a work colleague, who had previously used their services and subsequently able to retire early. We approached Clear Vision to discuss our situation to see if they would be able to help us, as we had no ...”
Unit 6, Rushey Ford Business Park, W End Rd, Kempston, Bedford MK43 8RU
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David Hill Wealth Management Limited

David Hill Wealth Management Limited

(1)
“David is a knowledgeable and trustworthy advisor who is professional in his approach and responsive to the needs of his clients. We highly recommend David for his integrity and honest advice. He has a kindly manner and we are very happy with the resu...”
The Courtyard, 30a Mill St, Bedford MK40 3HD
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OCM Wealth Management

OCM Wealth Management

Overview, Mortgages, Investments
“As both a Chartered Financial Planning firm and a Discretionary Asset Manager OCM combine the two skills to ensure that both are delivered seamlessly to clients. We have also been recognised as a Gold standard Pension advice firm, ensuring our client...”
Family Business
St Clair House, Old, Bedford Rd, Northampton NN4 7AA
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Custodial Management Solutions

Custodial Management Solutions

CMS Payments, Emerging Markets, Stablecoin Liquidity
“A payment solution for corporate entities, and those individuals requiring top exchange rates, and payments in local currencies, from a local account.”
5a The Arcade, Bedford MK40 1NS
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Independent Banking Consultants

Independent Banking Consultants

Business Finance, Business Support, Consultancy
“Borrowers and non-borrowers can benefit from our consultancy services, which range from helping to resolve lending related problems, to tenders for businesses with high money transmission costs.”
Business Centre, St Peters St, Bedford MK40 2PR
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R H A Financial Management

R H A Financial Management

Technology, Divorce, Retirement
“Roger Allen is a partner in RHA and is a Chartered Financial Planner. He has worked in the financial services industry since 1986 and previously worked with Chartered Accountants, BDO. In 1998, The Financial Times named Roger as Directors and Executi...”
Old Vicarage, Blunham Rd, Moggerhanger, Bedford MK44 3RD
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Mayfair Financial Services

Mayfair Financial Services

(1)
“Tony was recommended to us by our estate agents, James Kendall, and has done an incredible job in making our forecasted monthly repayments achievable when it comes to mortgages and life policies. He's the most hospitable person I've met, and genui...”
Mayfair House, 11 Lurke St, Bedford MK40 3HZ
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Global Wealth Management Solutions

Global Wealth Management Solutions

“It does not provide advice to Private Clients or the Public in general; therefore in the event of any part or all of the website being accessed by or coming into the hands of Private Clients or the Public in general, none of its content should be con...”
In Business Since 2003
Bedford MK45 4HR
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Fairstone Financial Management Ltd

Fairstone Financial Management Ltd

“UK's leading review site for Financial Advisers, Mortgage Advisers, Solicitors and Accountants. Search 1000s of vetted advisers and over 110,000 reviews from real clients. All advisers checked with the FCA, ACCA or SRA.”
Colworth House, Bedford MK44 1LQ
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Harry Moore & Co Financial and Estates

Harry Moore & Co Financial and Estates

Ashglade House, 155a Bedford Road, Wootton MK43 9BA
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1st Financial Foundations

1st Financial Foundations

(50)
Financial Planning, Retirement and Pensions, Mortgages and Protection
“I have used 1stFF for 2 separate transactions to date and look forward to further transactions with them in the future. Jay was nothing short of excellent throughout, always there with an answer when I had a question and he always let me know when he...”
Serving Bedford Area
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Lewis Christopher Limited

Lewis Christopher Limited

(1)
“I've used the team at Lewis Christopher for over a deccade, always given me excellent service and sound advise”
20+ Years Experience
Ashton House, 401 Silbury Blvd, Milton Keynes MK9 2AH
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Expert Financial - Mortgage Advisors & Equity Release Experts

Expert Financial - Mortgage Advisors & Equity Release Experts

(50)
  • Company
  • Hand
  • Calls
“I would give Gio Mandato a 5 star review, very friendly and helped me to understand the process as I am a first time buyer. I also felt he was very inclusive and understood our circumstances around our citizenship status, visas and the impact that wo...”
Licensed
Free Initial Consultation
91 High St, Huntingdon PE29 3DP
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Elsby & Co Accountants Rushden

Elsby & Co Accountants Rushden

(49)
Personal Tax Accountants, Property, Including Buy-to-Let, Start-Ups & Business Formations
“Elsby & Co have been the Accountants for my employers for many years. The service has always been excellent. When Making Tax Digital came into force, we had to rethink the way we administered our accounts. Elsby & Co gave us advice on this and assis...”
19+ Years Experience
Serving Bedford Area
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Goodwin Financial Services

Goodwin Financial Services

(49)
  • Risk
  • Portfolio
  • Happy
“I am a new client of Steve's and have been very impressed with the service so far. I've transferred 2 old pensions into a private pension and Steve spent a lot of time making sure we chose the right funds for me and made a process I've been putting o...”
Serving Bedford Area
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JLM Mortgage Network

JLM Mortgage Network

(49)
  • Email
  • Understand
  • First Time Buyers
“Peter Stirrup is an excellent mortgage consultant. He was so helpful, prompt to respond and clear in his communication. He also was up to date with the market to find us the best mortgage product. It wasn't easy because of complications on our side, ...”
21A Churchyard, Hitchin SG5 1HP
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Retirement Planning and Investment Management Services in Bedford Cost Estimates

Minimum cost
£1234
Maximum cost
£10478
National Average
£3698
Avg Per Hour Rates
£372
£2466
£6780
Fair price range is based on 300 cost profiles
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Average Cost £3698
Minimum cost £1234
Maximum cost £10478
Avg Per Hour Rates £372

Fair range $2466 to $6780 is based on 300 cost profiles.

Why these companies made our list

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