About Us

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 is the Operations & Compliance Manager at Better Financial Planning, overseeing the day-to-day operations of the business and supporting the firm’s advisers, paraplanning and administration teams.

He has Diplomas in IT Management and Business Management, qualifications through the Chartered Institute for Securities & Investment (CISI), and holds CompTIA A+, Network+ and Security+ certifications. His background gives him a strong understanding of financial services, business operations, technology and process improvement.

Chris plays a key role in ensuring the firm runs efficiently, supporting internal systems and processes, coordinating operational and compliance-related activities, and helping maintain a high standard of service for clients. He also works closely with advisers and colleagues across the business to support the smooth delivery of client and administrative work.

Outside of work, Chris enjoys reading, video games, astronomy, cars and swimming. He is half Hungarian, speaks Hungarian fluently, and enjoys spending 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 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 Diploma in Regulated Financial Planning, George has developed a strong technical understanding of financial planning principles and regulation. In his paraplanning role, he carries out in-depth research on financial products, investment solutions, and client portfolios, supporting advisers in delivering tailored recommendations that meet clients’ individual objectives.

George is committed to continuous professional development and is keen to continue expanding his technical expertise as he progresses within the profession. He enjoys taking on new challenges and is focused on building a long-term career in financial planning.

Outside of work, he is passionate about cars and sports, interests that reflect his appreciation for performance, precision, and teamwork. With his proactive attitude, strong work ethic, and growing expertise, George is a valued member of the team.

Oliver Phyall

Junior Administrator

Oliver joined the team in June 2025, he quickly become a valued member of the team. Oliver supports Chris and the wider team with client servicing, documentation processing and platform administration, ensuring a smooth and efficient experience for clients. His attention to detail and proactive approach have already made a positive impact within the operations function.

Keen to build a long-term career in financial services, Oliver’s is committed to developing his technical knowledge and professional skills. He completed his CF1 and R01 exams and he’s now working towards his R05. His dedication to learning demonstrates his ambition to progress within the industry.

In his spare time, Oliver enjoys watching football, tennis and F1. He enjoys spending time with his family, socialising with his friends and travelling abroad.