Looking for a financial adviser in Hampshire or West Sussex?

Speak to an expert today

Call 01329 550190

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

Looking to get started? Speak to financial adviser today.

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.

Speak to financial adviser today. Call 01329 550190

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.

Contact Us

Patient & Clear Advice

"How did Ian Batterbee help you? Ian sent for the forecast on my three pensions and spent a considerable amount of time on the phone to me explaining my options. He was patient and very clear in his explanations".

Gail - vouchedfor.co.uk