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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 ...”

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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...”

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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...”

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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...”

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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”

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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...”

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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”

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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...”

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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...”

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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...”

Featured

âComparitonitisâ nnâImposter syndromeâ nnâSelf doubtâ nnDo we all suffer from this? nnOr just me í ½í¸µâí ½í²«í ½í¹nnYesterday I was approached with a question. nnI gave the answer I know was right. nnThe person said they would check as they had heard differently. nnImmediately I thought I may have made a mistake, something had changed, or there was a âwork aroundâ.nnToday, the person in question has kindly confirmed I was correct í ½í¸nnThis has made me very happy. nnAnd made me realise I need to have way more courage in my convictions. nnSo, from now onwards, thatâs my plan. nnAny changes youâre planning to make, from now on?nnIf so, Iâd love to know what they are.nnHeide x...

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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...”

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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.”

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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.”

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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...”

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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...”

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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...”

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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.”

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Harry Moore & Co Financial and Estates

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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, ...”

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Shakespeare Martineau Solicitors

(4)

Family Law, Buying & Selling a Home, Divorce & Separation

“We just bought our new home through Shakespeare Martineau. Our transactions were being handled by Janet Clarke. Everything was going smoothly till it was discovered that there were a few disputes with the property we were buying. This was not a regul...”

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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...”

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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...”

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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...”

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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...”

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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.

Clear Vision Financial Planning

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

David Hill Wealth Management Limited

Heide Swift Financial Planning

OCM Wealth Management

Custodial Management Solutions

Independent Banking Consultants

R H A Financial Management

Mayfair Financial Services

Global Wealth Management Solutions

Fairstone Financial Management Ltd

Harry Moore & Co Financial and Estates

JLM Mortgage Network

Shakespeare Martineau Solicitors

Expert Financial - Mortgage Advisors & Equity Release Experts

Elsby & Co Accountants Rushden

Goodwin Financial Services

Will Trust & Protect

Retirement Planning and Investment Management Services in Bedford Cost Estimates

Why these companies made our list

Wealth Management Advisors near Bedford

Popular in Bedford