Better Retirement Group Ltd

Independent Financial Adviser  Nutfield House, Charlbury, Oxfordshire, OX7 3PH
First meeting at adviser's own cost
Expert in pensions and investments, difficult mortgages, equity release and long-term care in Oxfordshire and Gloucestershire
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions review
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Buy my next home
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Equity release
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Next home / Remortgaging
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Lump sum
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Regular savings
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 14th September 2020
Meet our advisers
Simon Whitehead
Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

About us

I am an independent financial adviser, specialising in solving clients' problems. I have special expertise in investments, retirement, mortgages, equity release and long term care. I can handle any type of client and product request. The process is flexible, and we can go at your speed.

Our services

I listen to my clients, and solve their particular problems. Everyone has their unique circumstances, whether it is family issues, health problems, debt or complicated circumstances. I am happy to have a free confidential chat to understand your situation before you commit to anything

Where to find us
Head office address: Nutfield House, Oxford, OX7 3PH
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 14th September 2020

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