At Better Financial Planning, when it comes to our clients - whether individuals, their families or small businesses - our priority is their Financial Freedom, Security and Control.
As an experienced and approachable team of Independent Financial Advisers (IFAs) based in Bishops Waltham, Hampshire, you can be assured that we will help you to achieve your lifetime financial goals with straight-forward advice that makes sense to you.
Better Financial Planning is owned and led by Robert Bolton.
Director - (Compliance, Pension Specialist), Financial Planner
Robert started his career in the Royal Navy in 1977 as a Supply Officer and subsequently was selected for legal training. He was called to the Bar in 1987 and his last Naval job was Staff Legal Adviser to Flag Officer Scotland and Northern Ireland. He left the Royal Navy in 1992 and went to the Bar practising in a wide range of legal matters.
Through his work and colleagues, Robert identified the real need for clear financial advice in retirement planning some years ago and subsequently pursued a career in financial services.
Our Pensions and IHT Specialist
Robert specialises in inheritance tax planning and all areas of pension advice, including investing in commercial property via Self Invested Personal Pension Plans (SIPPs).
Robert lives in Bishops Waltham with his wife and 2 sons. He enjoys playing golf when he gets a chance!
Specialist Protection Adviser
Richard completed a degree in Politics, Philosophy and Economics at Manchester before undertaking his Diploma in Regulated Financial Planning with the Chartered Institute of Insurance. He is underway toward Chartered status, hoping to achieve this by Autumn 2019.
Through his work and colleagues, Richard has identified a real need for strategic business and personal insurance to meet the growing ‘Protection Gap’ in the UK. Keeping pace with the latest developments and the increasing variables involved with levels, type of cover and the underwriting procedures, he strives to find the best fit tailored to his clients.
Senior Support to Directors & Accounts
Helen started her career in civil engineering which she enjoyed immensely.
After a break to raise her 3 daughters, Helen returned to work and trained as a bookkeeper/administrator.
Helen is also a fully qualified and experienced yoga teacher with established classes in the local area.
Keeps us all in check!
Helen supports the Directors with the running of the business and does all the internal bookkeeping. She manages the property administration for clients with commercial property assets within their pensions.
Helen loves teaching yoga and improving her piano skills with further lessons and practice. Nothing, however, beats time spent with her husband, 3 daughters and grandchildren.
Lynn joined Midland Bank after leaving school.
After a break to raise her 2 children, she returned to work in several administration roles.
Lynn has spent the last 17 years working in the financial services industry in administration support and office manager roles.
Keeping the wheels turning
Lynn runs the office and supports Sara with the HR and day to day management. She is the central cog of our wheel and keeps us all in order.
Outside of work Lynn enjoys walking, gardening, Zumba, travel (she is currently working her way through her ‘bucket list’) and spending time with her family, especially the grandchildren.
George has worked in financial services since leaving university with a BA (Hons) Degree in Business Management.
George has worked at NatWest, as a Customer Adviser. George then became a Protection Consultant, before gaining experience in investments and pensions at Old Mutual Wealth.
Chief Report Writer & Researcher
George works on all the paraplanning providing support to Ian, Robert and Sara. He is a central point of contact for clients if Ian, Robert or Sara are unavailable. George researches and prepares our clients’ financial planning reports.
Outside of work George is engaged to be married and is currently saving for the wedding next year. He regularly attends the gym and enjoys spending time with his family and the odd game of poker!
Since leaving university with a Diploma in IT Management, Chris has worked in a variety of services ranging from food, hospitality and IT roles. Chris has a wealth of computer technical skills.
Chris provides administration support to the paraplanners. Chris liaises with product and platform providers to diligently obtain information on a client’s existing pensions, investments and protection plans.
He obtains the information George needs to carry out research. Chris assists Helen with the internal bookkeeping.
Chris also has started to support Sara with business development and internal software systems.
Outside of work Chris loves to travel, read, play video games, has a passion for astronomy, and is also a keen swimmer. Chris is half Hungarian and is fluent in the Hungarian language. He likes to spend his free time with friends and family.