Today’s resolution?
Put some life back in your finances.

Living your best life relies on knowing what’s possible. Hansford Bell can show you the way.

How can we help you today?

I want to:

Hansford Bell, Independent Financial Advisors and Planners based in Tavistock

We’re financial planners – with a difference.

We’re a fully independent team of Chartered Financial Planners based in Tavistock with a longstanding client base in the South West, London and further afield. Our dynamic board of directors come with years of experience in the industry – and plenty of enthusiasm too. We don’t overcomplicate things or get distracted by the data. Instead, people are at the heart of everything we do.

Our Financial Planning Service takes your life goals as the starting point. From here, we plot your course to financial fulfilment and facilitate any changes to help you get there. Whether it’s long-term Financial Life Planning, Wealth Management, or advice on a one-off transaction, we can help you refresh your finances.

We understand.

You talk, we listen. When it comes to understanding what you need from your finances, there’s no such thing as too much information.

We plan.

Armed with a full picture of your situation, we get moving. Research, thinking, planning, we do it all for you. Result? A plan for making best use of your money.

We act.

We’re not happy till you’re happy – and we keep it that way with regular reviews and updates to make sure the plan is working.

Financial Life Planning.

What are your life goals, and how can your finances make them happen? Financial Life Planning is all about identifying your personal aspirations and working out how to align them with your current situation. This approach puts your life goals front and centre and endeavours to make them a reality. Discussing your ambitions and wishes for the future, we get to work using innovative cash-flow forecasting software and an in-depth analysis to tailor a plan that will align with your personal and financial goals.

Meet our team.

FAQs.

While there is a minimum pension age in place of 55, there are various options available to you from this point to access your private pensions. We can put together a financial plan that suits your retirement needs and advise you on the most appropriate strategy for accessing your pensions that fits in with your plan. We regularly review your financial plan to ensure your retirement plans are on track and continue to meet your needs.
The best thing you can do is have a look to see what your potential borrowing capacity is. Here at Hansford Bell, we are able to look through your income and expenditure to see how much you could potentially borrow with mortgage lenders. It is also worth downloading a copy of your credit report if you do not have an up-to-date credit score. Again, we are happy to review any reports with you at an initial meeting. It can be a daunting process for those who have not been through the process before. That is why Hansford Bell like to guide our clients through, step by step, to make the process as clear and as stress-free as possible. Please do not hesitate to get in touch to see how we can potentially help you.
Choosing the right health insurance policy for you can be complicated and daunting. You should be aware of the areas of your finances most vulnerable to sudden and unexpected changes to your health. We are able to clarify this for you, with access to a wide and diverse market, identifying available products that are not only cost effective, but relevant to you and your circumstances.

Recent blog articles.

  • The Importance of Evidence Based Investing

    February 16, 2024

    When choosing to build an investment portfolio, strategy is a key consideration to be made, as your choice of investment approach can have a huge impact on the long and short-term success or failure of your investments

  • Why It Is Never Too Early for Estate Planning

    February 16, 2024

    While some may consider estate planning as a last priority and an aspect of their finances that they have time to sort at a later date, the truth is that it’s never too early to make a plan of action regarding your assets.

Latest News.

  • February 22, 2024

    As part of our efforts towards embracing the latest technology, we’ve recently launched the new Hansford Bell Community Hub! A place for our clients to connect with our community and use our helpful resources.