Image not loaded

Better Wealth Management

Local independent financial advisers

Independent Financial Advisers

Covering Southampton, Winchester, Chichester and surrounding areas

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

Our Team

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.

Lauren began her career in financial services in 2012 and has since worked in various support roles. Having completed a Level 3 Financial Planning qualification at college.

Lauren is now working towards her Level 4 Diploma.

Our Promise

  • 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

Contact Us

Speak to an expert today
Call 01329 550190