Personal profile

Richard has worked in financial services for 9 years, with 6 years as a fully qualified financial adviser.

Richard studied Politics, Philosophy and Economics at Manchester before undertaking his Diploma in Regulated Financial Planning with the Chartered Institute of Insurance. He has since undertaken Investment Management qualifications in Securities and Advice Dealing and Discretionary Fund Management prior to completing Chartered Status.

Richard has found through regularly updating his technical knowledge against the legislative backdrop that there is significant scope for planning outside of the standard financial solutions.

He believes in identifying personalised needs for clients to enable them to pursue strategic planning to achieve their aspirations.

Beyond work, Richard is into hockey and golf.

Personal profile

Originally from the north-west George started his career in various senior management positions before joining financial services 22 years ago. He has identified, through client relationship management, the real needs of clients when helping them achieve their financial goals and aspirations. Proper financial planning can help clients achieve so much more.

Specialism

George specialises in all areas of Pension advice, Investments and Protection.

Beyond work

George has lived and worked in London, Wiltshire and has lived in Hampshire for the last 20 years with his wife and two children. A keen tennis player who enjoys walking and keeping up to date with world affairs.

Qualifications

Dip PFS, Dip IAD, BA (Hons), Dip Soc Pol

Madeleine studied law, finance and real estate as Bachelors at University of Malmo before training and working as a Swedish Real Estate Broker for Erik Olsson Fastighetsförmedling and then for Våningen & Villan (now Croisette Real Estate Partner)

These roles were complex in they incorporated several UK professions.

While Madeleine would have to keep the seller’s best financial interests, she would also have to be an impartial intermediary between both buyer and seller. She also did the role of solicitor writing contracts and conveyancing, registering title deed with register, making alterations and taking the 10% deposits for the properties into her privately managed business account. She would then arrange the meeting at the bank for the remaining 90% transfer and final paperwork.

Since having been in the UK, she has formalised herself with the nuances between Swedish and UK property law in the residential and commercial spaces.

She facilitates all aspects of the property journey, liaising with solicitors and advisers where required.

In her spare time, she enjoys keeping fit, golf and looking after her pet cats Tingle and Lexi.

Personal profile

Chris has a Diploma in IT Management and a Diploma in Business Management with additional certificates obtained via the Chartered Institute for Securities & Investments (CISI) in financial services. Chris has a solid understanding of the financial sector and a wealth of computer technical skills and a passion for efficiency to provide great customer care.

Chris is our Office Manager overseeing the day-to-day operations of Better Financial Planning. Chris assists with the administration and paraplanning team and liaises directly with the advisers. Chris implements and maintains our internal software systems to ensure our business runs smoothly.

Outside of work Chris loves to read, play video games, and has a passion for astronomy and cars. Chris loves a good swim too. Chris is half Hungarian and is fluent in the Hungarian language. He likes to spend his free time with friends and family.

Personal profile

George has worked in financial services since graduating with a BA (Hons) in Business Management. He began his career at NatWest, initially as a Customer Adviser before progressing to the role of Protection Consultant. He later joined Old Mutual Wealth (now Quilter), where he gained valuable experience in investments and pensions, further developing his technical expertise in financial planning.

As a Paraplanner, George supports the Financial Advisers (Richard Bolton and George Copplestone) by conducting in-depth research and analysis on pensions and investments for both new and existing clients. He is responsible for preparing Financial Planning Reports, Annual Review Letters, Suitability Reports, and detailed Cashflow Forecasts, ensuring that clients receive personalised and comprehensive financial advice. 

Outside of work, George enjoys family life with his wife and their two young children. He also finds time to unwind by playing poker with friends and spending time with family.

George is a motivated trainee paraplanner who began his career in financial services straight after secondary school. Since joining the industry, he has built a strong foundation in administration and back-office operations, including monitoring new business top-ups and supporting day-to-day processes to ensure the smooth delivery of client services.

Having successfully completed the R01 and R02 exams, George is currently working towards the remaining R0 qualifications as part of his commitment to continuous professional development. Now stepping into a paraplanning role, he is expanding his focus to include in-depth research on financial products, investment solutions, and client portfolios to assist the advisers with delivering tailored advice.

George is keen to grow within the profession, with ambitions to deepen his technical expertise and take on greater responsibilities over time. Outside of work, he is passionate about cars and sports, interests that reflect his appreciation for performance, precision, and teamwork. With his proactive attitude and fresh perspective, George is a valued member of the team.