Bedford Wealth Management

Independent Financial Adviser  Oakridge House, Marlow, Buckinghamshire, SL7 1HZ
First meeting at adviser's own cost
Bedford Wealth Management has been built on helping ordinary people make the best of their current financial circumstances.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Lump sum
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Regular savings
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
Response rating
9.0/10
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FCA authorised
Last authorised 14th September 2020
Meet our advisers
Will Bedford DiPFS DipPFS
Financial adviser

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say
I had neglected various pensions I had accumulated over the years and finally decided to address this area. After an initial meeting with Will I felt much more at ease that this area was finally being addressed. He explained everything in a clear, easy to understand way and we now enjoy a on-going relationship. I definitely would recommended Will and I have done to my friends & family. ”
Daniel Trevethan, Yorkshire
I'd just like to take this opportunity to thank you for all you help with our investments. In particular over the last 18 months your help has enabled us to Achieve our ambitions of a world trip, move to Cyprus and renovation of our French property. I would be happy to recommend you to anyone, and for for you to show this to prospective clients. I look forward to many more years of using your services.
Tim Wood, Berkshire
About us

At Bedford Wealth our role is to make your money work harder for you. Regardless of your situation our independent advisors will look at your current financial position and work with you to help you achieve the goals that you want to. You can then relax, in the knowledge that your finances are being managed in a way that suits you.

We pride ourselves on our ability to build a strong working relationship with our clients, we do this through providing honest, straight talking advice based around your needs and requirements.

Our services

Clients like what we do as we believe in a proactive approach to management. We think this approach is the cornerstone to a sound financial future and as such, we review clients portfolios on a quarterly basis.

Where to find us
Head office address: Oakridge House, Wellington Road, High Wycombe, HP12 3PR
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 14th September 2020

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