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.
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Fact finding
Once engaged, we will need to gather as much detail as possible regarding your personal circumstances to obtain clients personal objectives, current financial arrangements and gain an understanding of your attitude to investment risks. If relevant we will also contact the providers of your current plans and policies to obtain up to date information on valuations, benefits and conditions.
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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