We are a long established 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 offer a comprehensive financial planning service for all your needs:
Pension Planning: when do you want to retire and how much income will you need?
Life Assurance: how much cash would your family need to maintain their current lifestyle if you die prematurely?
Income Protection: would you require a regular income or a cash sum if you suffered a serious illness or disability?
Investments/Regular Savings: are you making the best use of any spare capital or surplus income?
Mortgages: do you want to reduce your current mortgage outlay or are you moving home?
Healthcare: are you looking for a personal service to support you, your family or your employees' health & wellbeing needs?
5 Windmill Lane
Tel: +44 (0)1234 823366
Click below to contact us
John has run his own business for over 40 years and is aware of the issues associated with doing so. A measure of success is the loyalty of clients who continue to receive advice at the highest level. Furthermore, professional firms continue to refer clients of the highest calibre for advice.
John offers advice in all areas including inheritance tax planning, pensions and divorce, investment planning, life protection and trustee investment. Whether at a domestic or corporate level John prides himself on the ability to provide practical advice in a rapidly changing environment.
Hardy has over 21 years in the financial services profession with over 13 at Punter Southall JDP where he is a Director. Much of Hardy’s work is referred from professional firms reflecting his expertise in the area of pensions and divorce, trustee investment, inheritance tax planning, equity release, investment and life protection.
Hardy is a Chartered Financial Planner which is a recognised gold standard in financial planning qualifications. He is also an affiliate member of STEP (Society of Trust and Estate Practitioners) having passed the STEP Certificate for Financial Services (Trusts & Estate Planning).
Chartered Financial Planner
Philip has 30 years' experience within financial services and he has now been with Punter Southall JDP for 10 years.
He has a wide depth of knowledge regarding technical issues which is essential in a rapidly changing financial arena, and advises across a wide spectrum of financial planning areas. He is responsible for overseeing the Technical team as well as maintaining the firm’s compliance procedures. Philip also works closely with John and his clients with a personal specialism in Pensions, Inheritance Tax and Investment.
Read testimonials on our Next Generation Thinking from our clients
“My girlfriend and I have just used Punter Southall Aspire for our mortgage application for our first home with one of their advisers, Ed Batty. He made everything very clear and easy to understand, was very efficient and extremely helpful in dealing with the third party selling the house. Have not got a bad word to say about any of the experience. Would definitely recommend..”
“I met with Marcus Ramsell at Punter Southall Aspire and I have nothing but praise for the excellent service given. Marcus cut the jargon and was patient in explaining details. I would definitely recommend Marcus and would totally trust his advice. I believe he is methodical in his thinking and is quick to relate to the situation at hand - I think it would be hard to find a match to his service.”
Financial planning client
"Last year I used Punter Southall Aspire for advice and then to arrange a financial transaction for me. I can thoroughly recommend this company in particular Ed Betty who was my adviser. He was very knowledgeable, thorough and explained everything in a way which was easy for me to understand. I am totally satisfied with the the product I used and and would be happy to use them again in the future."
Financial planning and mortgage client