View Profile

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...”

i

View Profile

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...”

i

View Profile

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...”

i

View Profile

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”

i

View Profile

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...”

i

View Profile

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”

i

View Profile

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...”

i

View Profile

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 ...”

i

View Profile

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...”

i

View Profile

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...”

i

View Profile

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...”

i

View Profile

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...”

i

View Profile

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.”

i

View Profile

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.”

i

View Profile

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...”

i

View Profile

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...”

i

View Profile

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.”

i

View Profile

Harry Moore & Co Financial and Estates

i

View Profile

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...”

i

View Profile

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...”

i

View Profile

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, ...”

i

View Profile

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...”

i

View Profile

Will Trust & Protect

(47)

Life Cover, Retirement Planning, Wills

“I am so pleased with Will Trust & Protect Ltd! John and Graham were initially looking after my late fathers affairs, and upon his recent death John and Graham supported and guided me through the processes involved in dealing with Dad's estate. I was...”

Featured

Will Trust and Protect Ltd are members of The Society of Will Writers. We take great pride in the standard of service we provide to all our clients. We provide a high quality Will writing service directly to the public or through a network of regulated financial advisors. In addition to providing you with a professionally written Will, we will work alongside your financial advisor to ensure that your estate is arranged in the most tax efficient way possible.

i

View Profile

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...”

i

Average Cost	£3698
Minimum cost	£1234
Maximum cost	£10478
Avg Per Hour Rates	£372

Best Financial Advisors in Bedford

The highest-rated Financial Planning & Wealth Management companies out of 53 vetted & reviewed in the Bedford area.

McGirls Money Management - Mortgage Broker

365ifa

Woburn Street Financial Planning

Harpur Wealth Management Limited

Mitchell Prockter Financial Services

Paul Young Independent Financial Advisors

Cambria Wealth Management

Clear Vision Financial Planning

David Hill Wealth Management Limited

Heide Swift Financial Planning

OCM Wealth Management

R H A Financial Management

Independent Banking Consultants

Custodial Management Solutions

Mayfair Financial Services

Global Wealth Management Solutions

Fairstone Financial Management Ltd

Harry Moore & Co Financial and Estates

Expert Financial - Mortgage Advisors & Equity Release Experts

Elsby & Co Accountants Rushden

JLM Mortgage Network

Goodwin Financial Services

Will Trust & Protect

1st Financial Foundations

Retirement Planning and Investment Management Services in Bedford Cost Estimates

Why these companies made our list

Wealth Management Advisors near Bedford

Popular in Bedford