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Financial Advice

How I can help you

I am Retirement Director at Better Retirement and I can help you in many different ways including:

  • Help and information - I will be pleased to answer your questions
  • Discuss your options - I can explain your pension and retirement options
  • I will be pleased to advice you - See how our advice process works

How much does it cost to get help or advice?

The short answer is help and information is free but we charge a fee if we give you financial advice.

The longer answer is most people feel comfortable with Better Retirement's three-step process:

  • 1 Putting your toe in the water - we need to get know each other
  • 2 Analysis and research - we will analysis your pensions and research your options
  • 3 -Financial advice - we will recommend the best solution for your circumstances

In most cases we don't have to charge a fee until step 3 and will agree our fees in advance of any chargeable work. Normally, our fee can be taken from your pension pot so don't have to write a personal check

We know you will want to know what our fees are so look at the cost of advice tool at, as we try to keep our fees in line with those quoted on this independent and unbiased website.

Why financial advice is so important

All financial advice is important and advice at retirement is extremely important. Get good advice and your personal finances will be in good shape and you can look forward to a financially secure retirement with peace of mind and security.

However, if you don’t take financial advice and make your own decisions you run the risk of making some serious mistakes which could result in a less financially secure retirment with lots of worry and anxiety.

Financial advice is more than just making sure your finances are in good shape, it is also about making sure you have don’t have to worry about money matters so you can enjoy your life. Money matters may seem boring and complex, but if your personal finances are in good order it will be so much easier to enjoy the rest of your life.

Why you need financial advice

A good adviser will ensure you make the most of your savings and investments.

You may be tempted to make your own decisions but you run the risk of making serious mistakes and losing lots of money.

There are many reasons why you need to speak to a specialist adviser at Better Retirement:

  • There is a lot at stake so you shouldn't gamble with your personal finances
  • Be serious - free advice, or no-advice is not enough
  • It’s more complex that it seems and it easy to make mistakes
  • It’s difficult to make the right investment decisions
  • You can’t always trust your own instincts
  • Sometimes you simply must take advice

You will be in safe hands with us. Better Retirement has been advising people about all aspects of personal and retirement planning for over 25 years. We are regularly asked by the national press and broadcasters such as the BBC to comment on financial matters.

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