Better Retirement Group Ltd

Independent Financial Adviser  45 Oakthorpe Road, Oxford, OX2 7BD
First meeting at adviser's own cost
Financial adviser and planner. Helping clients plan their financial objectives and how to meet them. Ensure your pension is fit for purpose. Do you want to release cash from your house? I am a qualified financial adviser and chartered accountant.
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 & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Bad credit
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Buy my next home
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Buying first home
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Equity release
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Next home / Remortgaging
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Self-employed mortgages
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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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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life 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
7.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
MR Simon Whitehead
Adviser

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 pensions, 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: 45 Oakthorpe Road, Oxford, OX2 7BD
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021

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