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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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Harpur Wealth Management Limited

Harpur Wealth Management Limited

(5)
“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”
In Business Since 2010
Free Initial Consultation
19 Goldington Rd, Bedford MK40 3JY
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365ifa

365ifa

(12)
  • Mortgage
“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...”
In Business Since 2022
The Granary Stoke Mill, Mill Road, Sharnbrook, Bedford MK44 1NP
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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
Featured

Most of us will have a defined contribution pension… do you know what options are available to you?nnThis is where your pension contributions, along with those made by your employer and tax relief, are added to a pot. This pot is usually invested with the goal of delivering long-term growth.nnWhen you retire, how do you turn this pot of money into an income? nnYou usually have three main options, and each has its pros and cons.nn#pension #savings #funds...

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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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Cambria Wealth Management

Cambria Wealth Management

(7)
  • Team
“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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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
98.1 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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Clear Vision Financial Planning

Clear Vision Financial Planning

(2)
“We were looking for a financial advisor to help us plan financially for our post retirement. Over time we had accumulated pension pots and savings but not formally planned for our retirement. Matt advised us to set lifestyle objectives and carry out...”
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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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”
72 High St, Harrold, Bedford MK43 7BH
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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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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...”
In Business Since 2006
Old Vicarage, Blunham Rd, Moggerhanger, Bedford MK44 3RD
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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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Flourish Financial Planning

Flourish Financial Planning

(1)
“Near a golf course”
Knowledge Centre, Wyboston Lakes, Great N Rd, Wyboston, Bedford MK44 3BY
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John Mayhead and Associates

John Mayhead and Associates

7 Woburn St, Ampthill, Bedford MK45 2HP
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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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RTS Financial Planning

RTS Financial Planning

(13)
Financial Planning, Protection Planning, Retirement Planning
“Karl responded quickly to my request for help with a financial issue. He spent a long time listening and offered excellent advice even though he wasn't being paid. Because of his caring and helpful attitude during our conversation, I will definitely...”
In Business Since 2017
The Pinnacle, 170 Midsummer Blvd, Milton Keynes MK9 1BP
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Iron Wealth Management

Iron Wealth Management

(22)
Will Writing AND Lasting Power OF Attorney, Retirement Planning, Wealth Management
“I decided to work with Tony Yip just over two years ago and am very happy to reccomend him and his company Iron Wealth Management. Tony has not only has extensive subject knowledge, allowing him to identify numerous options, but he also clearly ha...”
In Business Since 2018
Serving Bedford Area
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Lowes Financial Management

Lowes Financial Management

(1)
“it is more than fifteen years since i went with my husband to a Lowes seminar in Chester. We were so impressed by their organisation and attitude that we handed them our savings to look after. We were amateurs in the world of finance; they are pro...”
Below Average Price Tag
Transparent Fees & Pricing
Free Initial Consultation
17 Millard Way, Hitchin SG4 0QE
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Peter Chandler - SaintNeots Accountants

Peter Chandler - SaintNeots Accountants

(3)
“The most knowledge and honest person I have been fortunate to meet. My books were in a mess and he helped me get back on track, overcome the ir35 craziness and when he didn't have the answer he would tell me straight up.”
The Stables, 6 Church St, Saint Neots PE19 2BU
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The Investment Coach Limited

The Investment Coach Limited

(4)
“I had a number of small pensions which needed to be consolidated into one as a SIPP. As small pensions they would have paid very little upon retirement. With the assiatance, guidance and professianl input of the Investment Coch this was seamlessly do...”
In Business Since 2005
Transparent Fees & Pricing
Serving Bedford Area
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Twigden Asset Management

Twigden Asset Management

(2)
Pensions, Savings and Investments, Protection
“Highly professional company. Extremely helpful and always on hand to answer any questions. Highly recommended.”
Serving Bedford Area
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Expert Financial - Mortgage Advisors & Equity Release Experts

Expert Financial - Mortgage Advisors & Equity Release Experts

(30)
  • Options
  • Stars
  • Happy
“Matt has been integral to our initial mortgage as well as remortgaging 2 years later. We had a slightly more complicated income and were unable to get a mortgage easily due to this. Matt managed to not only find us a mortgage but also a great deal...”
Licensed
Free Initial Consultation
91 High St, Huntingdon PE29 3DP
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Elsby & Co Accountants

Elsby & Co Accountants

(30)
Cloud Accounting, Succession & Exit Planning, Wealth Management
“Having worked with Elsby & Co personally through my business and as my accountant I can whole heartedly recommend. From the welcoming reception and help from Beckie, thorough accounts and advice from Claire Chennells and her team plus the local busin...”
Family Business
Serving Bedford Area
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JLM Mortgage Network

JLM Mortgage Network

(29)
  • Expert
  • Email
  • Property
“We first met with Peter in JLM for a mortgage quote in February. He was very helpful and quick to respond throughout the entire home purchase process, which wasn't easy because of some complications on our side, and it took until a mouth ago due to s...”
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.

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