Better Financial Planning Reviews 

16
TrustScore 4.5 out of 5

4.5

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Company details

  1. Financial Consultant
  2. Finance Broker

Written by the company

Better Financial Planning offers Whole of Market, Chartered Independent Financial Advice, geographically based in Bishops Waltham, Hampshire with a client base spanning the breadth of the UK, in particular London, Surrey and Hampshire. We provide whole of market, impartial and independent advice for our clients ranging from pensions, investments, protection policies, estate planning, financial planning and much more.


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4.5

Excellent

TrustScore 4.5 out of 5

16 reviews

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4.5

All reviews

(16)

1 review in the last 12 months

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Rated 5 out of 5 stars

Tip-top service

Am delighted with the percentage increases on all our investments suggested by Better Financial Planning. Wish we had gone to them years ago rather than taking the DIY approach, we would have saved a small fortune.

Their service is always friendly, courteous and efficient. I could not recommend them more highly.

19 June 2024
Unprompted review
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Thank you for your feedback!

Rated 5 out of 5 stars

Better Financial…

I have been with Better Financial Planning since 2015 and have used them to manage an early maturing pension.
They have managed it fantastically and have explained and advised brilliantly throughout. The advisers are professional, friendly and very knowledgeable.
I would highly recommend this company to anyone.

12 March 2024
Unprompted review
Rated 5 out of 5 stars

Saving money in retirement

A small team who you can speak to as and when all team know me well and my requirements and deal or get someone to action anything the same day.

All ate trustworthy

George Copplestone who is my adviser has done very well with his advice which is over and above what he does for me he is positive with his ongoing advice what I should do with my pension and funds I have outside the pot
He have made solid investments for me and promoted my initial pot of £ 130,000 to some £170,000 plus in a 13 month period making me some14% growth
I feel he has given me a relaxed mind looking after me and my money and would recond him to others a careful man

1 March 2024
Unprompted review
Rated 5 out of 5 stars

So glad I found Robert Bolton

Over the years of corporate life, mostly with Japanese consumer electronics suppliers such as Kenwood, Sony, Pioneer, Fujitsu and JVC, I had built up over six different pension plans, none of which were really doing anything.
In 2013 I put out a request on one of the pension websites asking for for somebody to contact me, Robert Bolton was the only one who contacted me back.
We reviewed the pensions and decided to put them all under a new single pension plan. To say that the plan has done wonders for my pension is an understatement, I am extremely pleased with the year on year results and how Robert keeps in touch and the recommended changes to the investments.
I can thoroughly recommend Robert and Better Financial Planning.

11 January 2022
Unprompted review
Rated 5 out of 5 stars

Better Financial Planning are tops!

I would recommend Robert and his team from BFP to anyone. I put my trust in Robert to invest a small pension pot I had amassed a few years ago. I'm really pleased I did as it has done really well after the great initial advice from Robert, who's regular communication and updates are very reassuring.
Robert is always on hand to offer financial advice and as life grows a little more comfortable I am looking to further my relationship with BFP when planning to secure the future for myself and my family. I have recently introduced Robert to my elderly Mother who he is currently helping to plan her financial affairs. I have found him friendly, professional and highly knowledgeable.

3 September 2020
Unprompted review
Rated 5 out of 5 stars

Many thanks to Robert and the team at…

Many thanks to Robert and the team at BFP. Always fantastic advice, expertise and friendliness. Robert has the art of making the complexities of investment seem easy,especially to those unexperienced in finance. I cannot recommend them highly enough.

19 March 2020
Unprompted review
Rated 5 out of 5 stars

HONEST, TRUSTWORTHY COMPANY

Having dealt with BFP and Robert in particular for a number of years now,we can honestly say that it's been a pleasure to have them guide us through the often difficult financial world. Robert has always steered us in the right direction with a very thoughtful and understanding manner. He has always had time to answer any questions and will fit you in for a meeting whenever it suited our arrangements. We look forward to many years to come dealing with this company.
Stuart and Lisa Kennard

25 February 2020
Unprompted review
Rated 5 out of 5 stars

Trusted professional company

From the very first contact Robert Bolton of Better life planning has been thorough and understanding of my wishes and needs directing me through consolidating my pensions and allowing me to semi retire at 56 years old and now has taken on my wife's pension with the same aim for the future.
Even though markets and values have their "strange" moments and I have become a bit nervy as we are new to the investments game Robert has provided the reassurance and calmness the long game of retirement needs each time a change of direction is required he advises and I follow his Idea.
I would not hesitate to recommend this company to anyone looking to sort out their pensions with a view to retirement and taking advantage of their hard earned pot.

4 January 2020
Unprompted review
Rated 5 out of 5 stars

Very Happy Customer of BFP.

I have been with Better Financial Planning for 3 yrs now, I have always received straightforward, professional advice from Robert Bolton. Robert is ever ready to have a chat whenever it is needed.

I would have no hesitation in recommending Better Financial Planning to new customers.

25 October 2019
Unprompted review
Rated 5 out of 5 stars

Safe Hands

Robert Bolton has manage our investments for six years and we have always felt we are in safe hands.
If you want a secure future then Better Financial Planning is the best choice.
Alan & Janet Wilks, Surrey

23 October 2019
Unprompted review
Rated 5 out of 5 stars

First rate services

Robert and Richard provide comprehensive but straight forward advice and have sourced protection insurance and proivded thorough pensions advice to me.
They are happy to come and see you for consultations either at home or at a neutral venue in addition to their offices.
I would highly recommend them.

23 October 2019
Unprompted review
Rated 5 out of 5 stars

Policy advice from Better Financial Planning

My experience of working with Better Financial Planning to find a life and critical illness policy that suits me and my needs has been excellent.

They found for me a policy that suited my financial budget, provided thorough and well informed advice taking into consideration whole of market and many variables to find a best fit policy. The policy they found exceeded my expectations and offers me a number of included extra benefits. Better Financial Planning have been extremely knowledgable, professional and supported me with excellent advice throughout.

22 October 2019
Unprompted review

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