J D P Financial Services Ltd

Independent Financial Adviser Bankside House, The Paddocks, Bedford, MK43 8LT
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
15th October 2018
Providing professional and impartial advice. Recommendations are tailored to your objectives after careful research on your behalf.
We can advise you on
    • Equity release
    • Home reversion
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • 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
J W C Cleverley ACII DipPFS
Managing Director
adviser-person
Hardy Edwin Halls APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
adviser-person
Philip Hartford King APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us

Bankside House, The Paddocks, Bedford, MK43 8LT

Contact us
About us

JDP Financial Services Ltd is a long established, financially secure, firm of Independent Financial Planners based in Bromham, Bedford. Our advice is tailored to our client’s individual circumstances and objectives rather than a “one size fits all” approach.
We pride ourselves on our professionalism and integrity. With a wealth of knowledge and using sophisticated financial planning software we are able to deliver a high quality service to clients.

Our services

As a professional firm of Independent Financial Planners we can advise on a significantly diverse range of topics from basic family protection through to complex issues such as business succession planning and Inheritance Tax mitigation.
As Independent Financial Planners we look at all aspects of your circumstances before we prepare our advice so it is important that we understand all the facets of your life.

We strongly believe that Lifestyle planning is at the heart of achieving your objectives and we encourage our client’s to enter into a partnership with us that will last a lifetime.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0

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