Financial Freedom,
Security & Control
Whole of Market Chartered Independent Financial Advisers
For You, Your Family & Your Business.
How can we help
Better Financial Planning offers Chartered Independent Financial Advice, geographically based in Bishops Waltham, Hampshire with a client base spanning the breadth of the UK, in particular London, Surrey and Hampshire. We provide whole of market, impartial and independent advice for our clients ranging from pensions, investments, protection policies, estate planning, financial planning and much more.
Book an Appointment
Book your free initial appointment
Our promise to you; We’ll produce a plan that fits your personal needs. You will only ever work with experienced Financial Planners. You won’t pay a penny until you’re sure we’re right for you.
Book an AppointmentAreas of Expertise
Pension Planning and Transfers
Achieve your retirement goals with our professional guidance and advice
Investment Advice
Through meticulous analysis and strategic guidance, an IFA firm can help you build a diversified investment portfolio tailored to your financial goals and risk tolerance.
Protection
With a comprehensive understanding of insurance products, an IFA firm can safeguard your assets and loved ones against unforeseen circumstances, providing financial security.
Estate Planning
Utilising specialised knowledge and legal expertise, we can assist in structuring your estate to minimize taxes and ensure your assets are distributed according to your wishes, preserving your legacy for future generations.
Cashflow Monitoring
Cashflow models can forecast income and expenses, enabling informed decisions and ensuring financial stability both in the short and long term.
Property Administration
Commercial properties have become an extremely popular investment in recent years but they can be time consuming to look after. We ease this burden for you as part of our ongoing service.
Pension Sharing Orders
Helping you understand your options, navigate legal complexities, and optimise financial outcomes post-divorce.
Trust and Legacy Sharing
Creating legal arrangements and strategies to manage and protect assets
Inheritance Tax
Strategically managing your estate to minimize tax liabilities upon death, ensuring that beneficiaries receive the maximum possible inheritance
If you (like most of us) would like to retire at some point, you no doubt have dreams and aspirations as well as concerns. There are several things you need to consider right now, and these will be different for everybody, we’re here to provide you with personalised and holistic advice and guide you through your pre-retirement.
How is retirement for you? What are your concerns? The order in which you take your income and from which sources can have a huge impact on tax-efficiency throughout retirement, funding of care fees and on any legacy you leave.
It is important to be clear on your options and plan ahead.
- Pre-Retirement
- Post-Retirement
If you (like most of us) would like to retire at some point, you no doubt have dreams and aspirations as well as concerns. There are several things you need to consider right now, and these will be different for everybody, we’re here to provide you with personalised and holistic advice and guide you through your pre-retirement.
Find out more
How is retirement for you? What are your concerns? The order in which you take your income and from which sources can have a huge impact on tax-efficiency throughout retirement, funding of care fees and on any legacy you leave.
It is important to be clear on your options and plan ahead.
Find out moreReady to start your journey?
If you have any questions or would like to organise a no-obligation consultation at our expense, please complete this form. We receive a notification as soon as you input your details and we will endeavour to reach out as quickly as possible.