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

Find the best FCA regulated financial advisers in Bedford. Get expert help near you with pensions, investments, retirement planning and more
Bedford, Central Bedfordshire
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 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
Douglas Steers & Company

Douglas Steers & Company

Bedford
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10639
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+7
Can help with
Pensions & retirement
Financial planning
Investments
Savings
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
40015
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
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
Advies Wealth Ltd

Advies Wealth Ltd

Kempston
Initial consultation free
FCA verified
Independent
We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.
Clients
helped
545
Minimum
wealth
£50k+
Meet the team
Aatif Shafi
Can help with
PSA Financial Services - Elliot Conteh

PSA Financial Services - Elliot Conteh

Bedford
Initial consultation free
FCA verified
Independent
My true passion comes from connecting with individuals and helping them achieve long-term financial goals through pension, investment, and retirement planning.
Clients
helped
405
Minimum
wealth
£50k+
Meet the team
Elliot Conteh
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
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
8840
Minimum
wealth
£0+
Meet the team
S
Can help with
Pensions & retirement
Investments
Business
Frequently Asked Questions about Financial Advisers in Bedford