Who we help
We don’t work with everyone,
and that’s a good thing.
You deserve a financial planner who really gets you.
Someone who takes the time, gives honest advice, and helps you build the life you want, not just sell you a product.
We work best with people who want proper planning, built around their goals.
Here’s who we’re a great fit for:
Business owners & company directors
Running a business means managing more than just day-to-day operations, you need to balance personal and business wealth, extract profit tax-efficiently, and plan for the future. You want to know that your hard work is building financial security, whether you continue to grow, plan an exit, or pass the business on.
With over 20 years of business ownership experience, we understand these challenges. We help you structure finances efficiently, extract profit wisely, and build a long-term strategy, so your business success translates into lasting personal wealth.
People approaching retirement
As retirement draws closer, the questions that really matter come to the surface:
Do we have enough?
When can we finish work?
What can we do now to strengthen our position?
This is the home straight, the vital years to understand what retirement will cost, whether you’ll be okay, and how to put the right steps in place.
We help individuals and families approaching retirement build a simple blueprint, so you can move forward with clarity, peace of mind, and confidence about the future.
People Enjoying retirement
You’ve spent years building your wealth, and now it’s time to make it work for you. But with so many choices, how to draw income, manage investments, and minimise tax, it’s hard to know if you're making the right decisions for a secure and fulfilling retirement.
We help you structure your finances efficiently, so your money is well-managed, your lifestyle is supported, and your plans can remain flexible. From investment strategies to tax planning, we create a clear roadmap to give you the confidence to enjoy life now and in the future.
The Financial Conduct Authority (FCA) does not regulate some aspects of cash flow, or tax planning
The value of Pensions and Investments and any income from them can fall as well as rise. You may not get back the full amount invested.
If you would like to understand more about how we may be able to help you, please get in touch
☎ 01326 33 33 55
✉ toby@betterlifefp.co.uk
Or fill out our contact form
