Paul Young

Investment Company in Bedford, Bedfordshire
Investment Company in Bedford, Bedfordshire We supply expert advice on wealth management, investments, pensions, and retirement planning to corporate and personal customers. As well as looking to enhance and secure your financial future, we strive to supply the benefits of comfort, security and trust. These are qualities which generally can only exist in long term customer relationships. So, if you want independent financial advice and a special service, please do contact us to arrange an appointment. The initial meeting is at our expense and we would be pleased to see you

Contact Details

Address
72 High Street
Bedford, Bedfordshire
MK43 7BH
Phone
Driving Directions

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About Us
read morePaul Young Independent Financial Advisors is an independent financial advice company based in Bedfordshire. For over 30 years our advisers have provided an exceptional service to individual and corporate clients. Our experienced advisers can help you make the right decisions about your financial future. We will work with you to build a tailored financial plan based on your financial goals and needs then help you put that plan into action. Whether your enquiry is on a personal or corporate basis, the major financial decisions that you make will have significant and life-changing consequences.
Corporate Financial Planning
read morePaul Young Independent Financial Advisors provides business owners in and around the Bedfordshire and Northamptonshire area with corporate financial planning advice in addition to looking after their own personal financial affairs. We work in conjunction with other professional advisers that assist our clients businesses, including Accountants and Solicitors. We have the expertise to help business owners develop a robust financial planning strategy that includes the provision for pension planning through to business protection and commercial insurance.
Private Client Services
read moreOur approach is simple, we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice and not necessity. The foundation of the services that Paul Young Independent Financial Advisors provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients financial planning strategy as events inevitably change.
How We Are Paid
read moreAt the outset Paul Young Independent Financial Advisors arranges a preliminary meeting for the purpose of establishing whether we are able to assist with the prospective client's needs and objectives. At this meeting we also discuss how we will be paid for our services should we be instructed to proceed. There is no charge to you for this preliminary meeting - we will bear the cost of this. After the initial meeting, Paul Young Independent Financial Advisors will agree with you the fee we are paid for advice.
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