Financially Prudent (I F A) Limited

Independent Financial Adviser 23 The Green, Edlesborough, Dunstable, Bedfordshire, LU6 2JF
FCA verified
15th October 2018
Friendly and trustworthy Chartered Financial Planner where our clients best interests always come first.
We can advise you on
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Remortgage
    • Residential
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Small business
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Paul Pearce BSC APFS
Managing Director
Where to find us

23 The Green, Edlesborough, Dunstable, Bedfordshire, LU6 2JF

About us

Financially Prudent (IFA) Ltd aims to help individuals and companies maximise their financial opportunities. We are experienced and highly qualified (Chartered Financial Planner) and focus on delivering tailored services to private individuals and corporate clients. We aim to build long-term working relationships with our clients and to offer support as their financial priorities change as they move through life.

Our services

Advising clients approaching retirement or newly retired where their 'new job' as part-time wealth managers means they want honest and reliable advice. Our onging service with clients means long-standing relationships are often established so even when clients move elsewhere in the UK, they ask to stay with our firm, something we are proud of and delighted at.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Authorised and regulated by the Financial Services Authority.

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