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Top 10 Independent (IFAs) & Restricted Financial Advisers in Brickhill

Find the best FCA regulated financial advisers in Brickhill. Get expert help near you with pensions, investments, retirement planning and more
Brickhill, Bedford
Wealth Guide

Wealth Guide

Brickhill
Initial consultation free
FCA verified
Independent
Awarded Financial Times Adviser Top 100 as part of the Rosemount network. Independent, FCA-regulated pension advice, helping clients review, consolidate and plan retirement income. Delivered fully remotely with simple digital tools.
Clients
helped
64
Minimum
wealth
£250k+
Meet the team
Michael Lavin
Can help with
Pensions & retirement
The Private Office

The Private Office

Brickhill
Initial consultation free
FCA verified
Independent
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
40031
Minimum
wealth
£150k+
Meet the team
Paul Sanders
Nadia Fewlass-Jones
Abby Ivison
Abigail Banks
Alex Hatfield
+37
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Fidelius Ltd

Fidelius Ltd

Brickhill
Initial consultation free
FCA verified
Independent
Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.
Clients
helped
30
Minimum
wealth
£100k+
Meet the team
Rachel Henley
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Paul Young Independent Financial Advisors

Paul Young Independent Financial Advisors

Bedford
Initial consultation free
FCA verified
Independent
Over the last forty years we have worked with thousands of clients to plan and achieve their financial goals and hence their lifetime aims. If you are looking to invest, plan for your retirement or review your pension situation, contact us.
Clients
helped
128
Minimum
wealth
£100k+
Meet the team
Andrew Gardner
S
N
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Octopus Money

Octopus Money

Bedford
Initial consultation free
FCA verified
Restricted
You’ve worked hard for your money – now make sure it’s working hard for you. Octopus Money is here to change the financial advice industry for the better. We're a certified B-corp, built on 25 years of experience and named Advice Firm of the Year 2025.
Clients
helped
108
Minimum
wealth
£250k+
Meet the team
Owen Lewis
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Octopus Money

Octopus Money

Bedford
Initial consultation free
FCA verified
Restricted
You’ve worked hard for your money – now make sure it’s working hard for you. Octopus Money is here to change the financial advice industry for the better. We're a certified B-corp, built on 25 years of experience and named Advice Firm of the Year 2025.
Clients
helped
108
Minimum
wealth
£250k+
Meet the team
Owen Lewis
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
James Brakenbury Clearwater Wealth Management

James Brakenbury Clearwater Wealth Management

Bedford
Initial consultation free
FCA verified
Restricted
I provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
40
Minimum
wealth
£0+
Meet the team
James Brakenbury
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Flying Colours Advice

Flying Colours Advice

Bedford
Initial consultation free
FCA verified
Independent
Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
Clients
helped
20151
Minimum
wealth
£150k+
Meet the team
George Tuck
Billy Ambler
Liviu Ratoi
David Lemar
Carl Williams
+14
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
James Gregory at True Potential Wealth Management

James Gregory at True Potential Wealth Management

Bedford
Initial consultation free
FCA verified
Restricted
As a Charted Financial Planner, I specialise in pre- and post-retirement planning, including pension consolidation, savings and investments, and estate planning.
Clients
helped
57
Minimum
wealth
£0+
Meet the team
James Gregory FPFS
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
MPI Financial Advice

MPI Financial Advice

Bedford
Initial consultation free
FCA verified
Independent
We provide a free update & advice service to help you understand your plans.
Clients
helped
8842
Minimum
wealth
£0+
Meet the team
S
Can help with
Pensions & retirement
Investments
Business
Frequently Asked Questions about Financial Advisers in Brickhill