Better Financial Solutions
Pension review service
Better Financial Solutions providing professional whole of market pension advice for over 25 years.
Impartial advisory service to help you understand how your current pensions could be improved with a no obligation review and recommendation.
Use this service for:
Regulated pension advice reports
Simple step-by-step process
Initial consultation
We will generally meet with you via telephone/skype or face to face for around 30-45 minutes to discuss your aims and obtain an understanding of your current financial circumstances. At this stage we can then establish what service we can provide to you as well as explain any costs involved for the work carried out with no obligations for you to proceed.
.Evaluation
With the relevant information gathered we can now evaluate whether your current resources are working effectively and identify any areas that may require alterations. As part of this process, we consider the taxation and other implications surrounding your current situation which will also be a factor when considering strategies for moving forward.
Recommendation
Once a recommendation has been made will provide you with a clear view of how effectively your current arrangements are leading you towards the financial milestones and lifestyle you wish to achieve. Our discussion will establish both the potential for making changes designed to improve the probability of achieving your goals as well as your attitude and commitment towards making changes required.
Ongoing monitoring & reviews
The financial planning process is not a “one-off” event. Regular review meetings are the best way to keep each other up to date with developments in your circumstances and other factors influencing the progress and performance of your plans. In between meetings you will have access to our team whenever you have any queries. We will also make contact if we have news or ideas relevant to your strategy.
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Independant Financial Advisers
- Pension’s & Retirement planning - Pension Advice - Retirement Planning - Investment Advice
- Insurances - Life Insurance & Critical illness Cover - Key Man Insurance - Income Protection
- Wills & Trusts - Will Writing - Trusts writing - Estate Planning - Inheritance Tax Advice (IHT)
Millennial Wealth Ltd trading as Better Financial Solutions is authorised and regulated by the Financial Conduct Authority (www.fca.org.uk/register). Financial Services Register No: 914746 Registered Address: Pinnacle House, 34 Newark Road, Peterborough, PE1 5YD. Registered in England & Wales, No. 11557299.
The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.
In the event that you are dissatisfied with a recommendation we have made you may be entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us: In writing: Millennial Wealth Ltd , Pinnacle House, 34 Newark Road, Peterborough, PE1 5YD. If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (FOS). You can find out how to do this at the FOS' website Financial Ombudsman Service ('FOS') at www.financial-ombudsman.org.uk ( By leaving the site of Better Financial Solutions, Better Financial Solutions cannot be held responsible for the content of external websites) or by contacting the FOS on 0800 023 4567*
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