We are an experienced team of financial advisers providing financial advice to individuals and businesses in Bedfordshire and the local area. Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We'll discuss the plan with you and agree the course of action you want to take.

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About Us Report

Many people think that Independent Mortgage & Financial Advisers are only for the wealthy, or for people who require complicated financial advice - but this is most definitely not the case. Many of our customers are normal everyday people, so our services are of benefit to everyone. As Independent Financial and Mortgage Advisers, we appreciate that everyone's financial situation is different. We always see our customers as people with individual circumstances and we try hard to really understand your needs.

Our Services Report

As financial advisers we provide individuals and businesses with practical and relevant solutions to help them to meet their financial objectives. Some of the key areas we advise on are listed below. Of course, we'll be happy to discuss your own personal situation and goals with you.

Digital Services Report

We recognise that advances in technology mean our clients are increasingly choosing to interact with us across multiple channels: face to face, on the telephone and online. That's why we're introducing our new Digital Services to provide you with real choice.

Timothy Walker

Jan 10, 2019

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Great service! Very satisfied with the information I received, helpful and friendly! I would definitely recommend!

Protexx