Top 20 Independent Financial Advisers in Bedfordshire

Caliber Financial Management's approach is to build and maintain good working relationships through communication, trust and honesty.

Mission Statement - Short statement

Investment specialists, Wealth Management, Pension Specialists. We have been advising both personal and corporate clients for over forty years

We help our clients achieve their goals, providing security for them and their families. Cathedral ..... assuring your tomorrow

Awards: -Financial Adviser of the Year 2016 -Corporate Responsibility Award 2016

I am a highly experienced financial advisor with over 25 years experience in providing high quality comprehensive financial advice to both personal and business clients from all walks of life, building long term relationships.

I have 35 years of experience in this industry where I have successfully helped various clients with different needs, requirements and expectations. My forte has always been giving my clients the best advice and service, regardless their financial status. I look forward to working with you and helping you with your Financial Planning.

Chartered and Certified Independent Financial Planner helping business owners, people retiring and solicitors to live the life they want.

I provide impartial, unbiased and tailored objective financial advice to individuals, families and small companies. I focus on cost and tax efficient investment planning with a view to protecting and enhancing clients' wealth.

One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.

A boutique wealth management company where the client is our sole focus. By building long term relationships we ensure their financial aspirations are met efficiently by providing professional, high quality and above all, trusted advice.

Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.

One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.

Tried and tested, sound financial advice provided to clients from all walks of life for over 20 years.

Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.

Friendly relaxed review of your finances to independently review the options and present them in an easy to understand way.

Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.

Your money is precious, so let me help you make the most of it. Expert in providing Pension Planning, Investments, Protection, and Inheritance Tax Planning.

We are ethically-minded Chartered Financial Planners providing personalised financial planning and investment solutions to private individuals, business owners and trustees. COVID-19 Update: The UK Government has announced its plans to move from the ‘containment’ phase of the COVID-19 outbreak, to ‘delay’. Our intention throughout this period is to continue to provide an uninterrupted service to all our clients and new enquirers, whilst adhering to government guidelines. If we are successful in receiving your enquiry from Unbiased then one of our Financial Planners will be in contact with you. We have the facility to conduct telephone reviews, mobile video calls, or conference/video calls. So if you would prefer to avoid face to face contact we can discuss the alternatives. Every situation is different, and we will work to find the right solution for you. Whilst volatile markets can cause anxiety in terms of pensions and investments, it is important that you take advice on all decisions. Falls in the market can often be an opportune moment to invest, so if you have any questions, concerns or reservations, please do not hesitate to get in touch.

We believe that good financial advice shouldn’t cost the earth, and we are committed to using our position as one of the UK’s largest wealth management firms to provide the best possible service to our clients.