Punter Southall JDP | Financial Planning Bedford | Who We Are

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Who We Are

JDP Financial Services Ltd is a long established, financially secure, firm of Financial Planners based in Bromham, Bedford. Our advice is tailored to our clients' individual circumstances and objectives rather than a ”one size fits all” approach.

We are a specialist team of financial planners who work with successful individuals, families, and retirees to achieve their financial aspirations. Based in Bromham, Bedford, our advice to you is based on decades of knowledge and experience in financial services.

We can offer you access to a Financial Planner who is personally Chartered. You can also be confident that our service will be to the highest standard, delivered with the utmost integrity and professionalism. With over 75 years’ collective experience serving our diverse client network, there really is very little we haven’t seen before. We take the necessary time to understand your goals, using that knowledge to tailor a unique strategy which moves you closer towards your financial objectives.

Maybe you’re looking for expert advice on an investment, life protection, or your pension. Our advisers provide you with a solution using sophisticated financial planning software, grounding your financial plan in solid metrics and data.

Today, meaningful progress can be made towards your financial goals and aspirations. As your financial adviser, we work for you, and your financial plan should do the same. Get in touch today. We’d be delighted to partner with you.

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Profiles

“John has run his own business for over 40 years and is aware of the issues associated with doing so.”

John Cleverley

Managing Director

ACII
Chartered Insurance Broker

“Hardy has over 21 years in the financial services profession with over 13 at JDP, where he is a Director.”

Hardy Halls

Director

APFS
Chartered Financial Planner

“Philip has 30 years in the financial services profession in both a technical and advisory capacity; he has now been with JDP for 10 years.”

Philip King

APFS, CertPFS (DM)
Chartered Financial Planner

Sue Tassell

Senior Administrator

Robert Coles

Paraplanner

In Your Words

I much appreciate the standard of service you have given me over the past 20+ years and look forward to many more years of your guidance.
Julian - 2016