Highly experienced, independent financial adviser and wealth planners covering Southampton, Winchester, Wickham (Meon Valley), Chichester and surrounding areas.
Looking for a financial adviser in Hampshire or West Sussex? Looking to build a better retirement and create a lasting financial legacy for your family and future generations?
With over 30 years of financial experience, Better Wealth Management is a firm of experienced independent financial advisers, covering Southampton, Wickham (Meon Valley), Winchester, Chichester and surrounding areas. Our clients are typically looking to generate a better return from their current investments, create a plan for the retirement they deserve and ensure their estate is managed in a tax efficient manner.
Our services include wealth planning and management, retirement planning, inheritance tax and estate planning, personal and family protection, mortgages and equity release and business protection.
Call us today on 01329 550190 to book in your free, no obligation financial review and initial conversation.
Better Wealth Planning & Investments
Bespoke independant financial, investment planning & advice
Accumilate and protect your capital
30+ years of financial experience
Better Inheritance Tax & Estate Planning
Take control of the financial legacy you leave behind. Tax efficient advice and strategies
Effective estate planning to safeguard your children’s inheritance
Better Mortgages & Equity Release
Helping to source and select the right mortgage for you
Equity release advice and support
Buy to let mortgages for investors
Better Business Protection & Cover
Plan for the unexpected. Is your business covered?
Life, key person, shareholder and business protection advice and cover
Safeguard your business and its dependents against unforeseen events
Better Retirement Planning
Effective, tax efficient retirement planning and advice
Bespoke retirement plans and strategies based on your goals
There’s life after work. We’ll help to make your money last a lifetime
Better Family & Personal Protection
Private medical insurance, income protection, critical illness and life insurance. Protect you and your family from the unexpected
Experienced advisers offering bespoke solutions and cover
Experienced , dedicated, independent financial advisers covering Hampshire & West Sussex. Services and support tailored to your needs. Whether you’re looking to review the performance of your current investments, improve your financial future or plan for your retirement in a tax efficient way, we understand that all needs and requirements are unique.
Independent financial adviser covering Wickham (Meon Valley), Southampton, Winchester, Chichester and surrounding areas.
Who are Better Wealth Management?
Better Wealth Management are a team of independent financial advisers covering Southampton, Wickham (Meon Valley), Winchester and Chichester. Our focus is to help people achieve the financial futures they desire and deserve.
Our approach is professional and down to earth, completely focused on each client’s bespoke needs and requirements. An independent financial adviser can access the entire investment market, increasing your exposure to the most effective pensions, investments and retirement strategies.
How does this help our clients?
Simply put, our clients aren't limited to where they can invest their money, giving them a better opportunity to realise their financial dreams and the retirement they deserve.
Typically, our clients are looking for a independent financial adviser to advise in areas such as estate and inheritance tax planning, wealth and financial planning, business protection, bespoke retirement planning, mortgages and equity release.