How can we help you today?
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.
Managing Director
Chris Palmer
Chartered Financial Planning Director
Becky Adams
Chartered Financial Planning Director
Ross Biddiss
Financial Planning Director
Emma Jones
Financial Planner
David Pimlott
Chartered Financial Planner
Stephen Marker
Compliance and Operations Director
Gemma Grice
HR Director
Janine Palmer
Recent blog articles.
Are Retirement Interest Only (RIO) Mortgages a Good Idea?
November 28, 2023
Meet our team. Lifetime mortgages are available to persons aged 55 and over. They release equity from your home, creating a loan against the value of your property that grants you tax-free money ...
Why You Need Bonds in Your Investment Portfolio
November 9, 2023
Creating an investment portfolio can mean putting your money towards a number of sources with varying levels of risk and return. Find out how bonds can help you diversify.
Latest News.
May 3, 2023
Lee is off on his travels! We believe in putting life goals first, both in our work and our people. This month, we've waved goodbye to Lee as ...