Testimonials

Robert Bolton

Safe and Supported

 I found Robert Bolton of Better Financial Planning on the internet when I was worrying about my State Pension and what I should be doing with it.  I had other small parcels of money and the proceeds of the sale of my mother’s house that were earning nothing.  He came to visit at my house and made me feel immediately at ease.  The advice has proved to be really good as all the investments are fulfilling their purpose and more.  The team is very supportive too.  I feel safe and supported. 

C Alexander


Image

Sound Advice

 Having had Ian into our business to talk about the responsibilities of auto enrolment, I took the opportunity to get my personal pension planning reviewed. I'd had the plan for a number of years and had never really taken the time to consider where the money was invested, and if there were better options.

Ian reviewed my existing plan, went through the various charging structures available to me, and the relative performance of the various funds I was invested in and could invest in. He also explained the costs involved. I'd been paying into a poor performing vehicle for 10 years and wish I had taken the time to have the conversation earlier.

I'd recommend Ian's services to anyone with an existing pension contract and suggest that it is well worth the time taken to review.  

Andy Jackson - Covase Limited


Image

Helpful Advice - No Sales

  Sara helped me decide what to do with my inheritance. There was no pushy sales spiel just helpful advice, so I could make an educated decision on my finances. 

Ben Stables 


Image

Patient & Clear Advice

 Ian reviewed my 3 pensions and spent a considerable amount of time explaining my options to me.  He was patient and very clear in his explanations. 

Gail - voucherfor.co.uk 


Image

Trust and Clarity

 I was recommended to Better Financial Planning by my sister. They have provided an excellent service to other members of my family. I have really enjoyed working with Sara, she has taken time to really understand my concerns. I am known to be a nightmare with financial matters and Sara was so lovely to talk to. She makes sure you understand and explains everything very clearly. The Better Financial Planning team are all very nice people and I feel comfortable working with an adviser I feel I can trust. 

S Wolstenholme