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 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, but it also serves to create financial peace of mind for them, knowing their money is well invested with a company working in their best interests.

To find out more information as to how we can benefit your business, contact Ian on 07850 328701 or email ian@betterwealthmanagement.co.uk

Alternatively, call Russell Cort on 01202 836064 or email russell.cort@bbxworld.com