Better Wealth Management
Local independent financial advisers
About Better Wealth Management
With over 30 years of financial advice, inheritance tax, estate and retirement planning, Better Wealth Management is a trusted partner in helping its customers plan for and realise the financial future they desire.
To many the world of pensions, investments and tax planning is a complete minefield. Through our tried and tested process, we take the the time to fully understand your current financial situation, listen to your plans and work to make the right investment strategies for you.
Efficient tax planning is complicated, not just for your retirement but also when considering your estate. When looking to leave a financial legacy behind for your loved ones, would you want this to be executed in a tax efficient way or are you happy to pay up to 40% tax on your hard earned money?
At Better Wealth Planning our financial advisers believe trust, communication and honesty is the most significant part of the relationship that we have with our clients. Not only does this create long lasting relationships with our clients, it serves to create financial peace of mind for them, knowing their money is well invested with a company working in their best interests.
We look forward to helping you on your path to your desired financial future.
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
Having started in the financial services industry upon leaving school in 1989, Ian spent 15 years working for high profile insurance companies such as Aviva and Standard Life, gaining enviable industry experience and training before switching to the independent advice sector in 2004.
Since then, Ian has advised and worked with individuals, small and large businesses, solicitors and accountants in London, Hampshire and Oxfordshire to provide innovative solutions to a range of financial needs.
Hanna started her financial services career 17 years ago working for Zurich, Skandia and HSBC before becoming qualified as a Mortgage and Protection Adviser and subsequently, a Financial Adviser and Stockbroker.
Following a short break to raise her two daughters Hanna is focusing on completing the final stages of her Diploma in Financial Planning.
- Truly independent - finding the right investments and strategies for our clients
- Trust and integrity - working in the client’s financial best interests
- Easy to understand advice - making the complicated, uncomplicated for our clients
- Long lasting relationships