Paul Young Independent Financial Advisors

Independent Financial Adviser  72 High Street, Bedford, Beds, MK43 7BH
First meeting at adviser's own cost
Investment specialists, Wealth Management, Pension Specialists. We have been advising both personal and corporate clients for over forty years
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
Response rating
7.0/10
check
FCA authorised
Last authorised 20th September 2021
Meet our advisers
MR Shane Fereday DipPFS
Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

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.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

MR Andrew Gardner DipPFS
Partner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

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

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the knowledge and understanding of the different types of pensions and annuities and their uses and applications. To compare analytically and contrast different types of pensions and annuities in the context of giving proper advice.

Mr Anthony Lockwood
Advisor

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

About us

Paul Young Independent Financial Advisors provide a full range of financial services. We have an established reputation for advice on Corporate Pensions, Pension transfers and other benefits for individuals and companies. In addition we offer a wealth management service utilising portfolios of funds to suit every risk profile.

Our services

Our specialist areas are in wealth and portfolio management, pension transfers, pensions and divorce, and corporate benefits planning.

Where to find us
Head office address: 72 High Street, Harrold, Bedford, MK43 7BH
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 20th September 2021

Similar advisers near you

Independent Financial Adviser 2.94 mi
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.
 
Independent Financial Adviser 3.67 mi
Friendly relaxed review of your finances to independently review the options and present them in an easy to understand way.
 
Independent Financial Adviser 5.01 mi
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.
 
Restricted - whole of market 5.21 mi
A Chartered Financial Planner & Pensions Specialist, giving quality advice to clients, nationwide. I will help you achieve your retirement dreams. I hold the relevant qualifications to advise in the complex area of Defined Benefit/Final Salary schemes.