New clients often assume a financial adviser’s job is to choose investments. Whilst this forms part of what we do, we also provide our clients with so much more. Unlike a traditional financial adviser, we play three very important roles in our client’s lives.
Here we play a similar role to a traditional IFA. We help you make better use of your hard-earned assets (things like your pensions, ISAs etc).
We also will help you become financially better organised, build a portfolio that aligns with your needs, has low investment costs and where possible we lower your taxes.
We call this BettrInvest
Here, using sophisticated and powerful financial planning programming, we calculate ‘your number‘.
This is how much you are going to need, to start living your best life now (or as soon as possible), without the fear of ever running out of money.
We call this BettrPlanning
Here is where we get to explore with you the best version of your desired future life.
Knowing that you only ever get one shot at life we explore and stress test different versions of this.
Knowing that you future life is sorted allows you to live your best life now.