Business Details
38 Years
experience
Trusted Independent Financial Advisers in Bedford
Mitchell Prockter Financial Services has been providing independent financial advice since 1988, serving private and corporate clients across Bedfordshire and surrounding counties. Our team of experienced professionals specialises in pensions, investments, life cover, and corporate financial planning, offering tailored solutions to meet individual and business needs. We prioritise understanding clients' financial goals and risk profiles to create comprehensive management plans that evolve with changing circumstances. Our commitment to clear communication ensures clients receive jargon-free explanations of complex financial products and strategies. With over three decades of industry expertise, we maintain authorisation from the Financial Conduct Authority and have earned recognition through multiple industry awards.We conduct periodic client reviews to ensure ongoing alignment with financial objectives and market conditions. Our fee structure is transparently explained during initial consultations, with no charges for preliminary meetings. The majority of our new clients come through referrals from satisfied existing clients and professional networks. We operate from our Bedford office, conveniently located near the town centre, and maintain compliance with the Data Protection Act 2018. Our long-standing reputation as trusted advisers is built on consistent delivery of exceptional service and client-focused financial solutions.
Services
Pensions
Investments
Life Cover
Corporate Services
Financial Planning
Auto Enrolment
Group Life Assurance
Private Medical Insurance
Income Protection
Mortgage Protection
Details
- Year established: 1988
Highlights and features
- Over 30 years of experience in financial services
- FCA-authorised independent financial advisers
- Personalised jargon-free financial explanations
- Comprehensive periodic client reviews
- Award-winning service since 1988
Associations and certifications
- Financial Conduct Authority
Services
Pensions
We provide comprehensive pension advice including personal pensions, stakeholder schemes, and annuities. Our FCA-authorised specialists help clients navigate retirement options and tax-efficient strategies. With expertise in phased retirement and flexi-access drawdown, we create tailored solutions that align with individual financial goals and risk profiles.
Investments
Our investment services cover unit trusts, OEICs, and discretionary fund management. We assess clients' financial positions and objectives to build diversified portfolios. We offer ongoing portfolio management and regular reviews to ensure alignment with changing market conditions and personal circumstances while explaining tax implications clearly.
Life Cover
We offer whole-of-life assurance, critical illness cover, and income protection policies. Our solutions protect families against financial hardship through lump sum payments or regular income. We also provide business protection options including key person insurance and partnership planning to safeguard commercial interests.
Corporate Services
Specialist corporate financial planning includes auto-enrolment compliance, group life assurance, and private medical insurance. We help businesses implement employee benefit schemes and develop tax-efficient pension arrangements. Our services ensure companies meet legal requirements while attracting and retaining talent through competitive benefits packages.
Financial Planning
We create comprehensive financial management plans based on clients' goals and risk tolerance. Our process involves analysing existing arrangements, identifying targets, and recommending coordinated strategies. We provide ongoing support through periodic reviews to ensure financial plans remain aligned with evolving personal circumstances and market conditions.
People
Mark Mitchell
Pension Specialist
FCA-authorised pension specialist with extensive experience in retirement planning. Specialises in navigating complex pension transfer regulations and creating tailored retirement solutions for private and corporate clients.
Questions
What financial services do you offer?
We provide pensions, investments, life cover, and corporate financial planning services including auto-enrolment and employee benefits.
Are you regulated by the FCA?
Yes, we are authorised and regulated by the Financial Conduct Authority (registration number 121003).
Do you charge for initial consultations?
No, we do not charge for initial meetings which help us understand your financial objectives and explain our services.
What areas do you cover?
We serve clients in Bedfordshire, Cambridgeshire, Northamptonshire and surrounding counties, with a nationwide client base.
How do you keep clients informed?
We provide periodic client reviews and produce regular newsletters to keep clients updated on financial planning matters.
Can you help with inheritance tax planning?
Yes, we offer inheritance tax planning services to help clients maximise the value passed to beneficiaries while minimising tax liabilities.
