Chief Executive Officer in Bedford

Chief Executive Officer – Wealth Planning / Wealth Management

Location: Bedford area

Salary: £165k OTE £200k

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