Chief Executive Officer – Wealth Planning​/Wealth Management

Step into a CEO role where you can genuinely make your mark. This isn’t a firm in crisis, nor a business crying out for a turnaround. This is a profitable, well-regarded wealth planning business in the Bedford area, with solid foundations, a capable team, and clear ambitions for growth. If you’re looking for leadership with real autonomy, long-term impact, and the chance to shape the future of a thriving company, this is the opportunity you’ve been waiting for.

The business is preparing for a long-term succession transition, with an Employee Ownership Trust model on the horizon. The right CEO won’t just run the firm — they’ll share in the value created over time.

What makes this different?

You’ll step into a role where you can truly lead. No personal client bank. No split focus. You will have the freedom — and expectation — to drive commercial performance, strengthen processes, and guide a capable senior team who already know what they’re doing. The current leader will transition into a part-time Chair role, offering support without hovering.

Your focus:

• Setting and delivering the strategic direction
• Driving growth and commercial outcomes
• Improving operational efficiency and scalability
• Leading, mentoring, and empowering the senior team
• Protecting and strengthening a culture that people genuinely enjoy
• Preparing the business for its future ownership trans...