Client portal

Working with us

A simple and straightforward process designed to help you feel understood, informed, and supported from the start.

Chartered Financial Planners

Chartered Financial Planners have made a joint public commitment with the CII to deliver the highest standards of professionalism, and then placed a public badge on that commitment. The Chartered badge proudly tells you when a professional has made a public commitment to putting you first. The badge says it all.

It’s easy as one, two, three

Listen and learn

Your first meeting is about understanding you. We will talk through your circumstances, priorities, concerns, and what you want your money to make possible.

This stage is also a chance for you to understand us, ask questions, and decide whether Hansford Bell feels like the right planning partner for you. This stage is all about getting to know one another, and there is no obligation for you to work with us.

Design and deliver

Once we understand what matters, we begin shaping the advice around your goals. This may involve research, cashflow forecasting, tax planning, pensions, investments, protection, or other areas relevant to your circumstances.

We then explain our recommendations clearly, agree the next steps with you, and help put your plan in place.

Review and refine

Financial planning is not a one-off exercise. As your life changes, your plan should change with it; that means reviewing, questioning, and refining it to keep it relevant.

Through regular reviews and ongoing communication, we help you stay informed, understand what has changed, and make confident decisions as your life moves forward with your plan in tow.

Frequently asked questions

Find all the answers you could need about meetings, fees, timescales, reviews, and what to expect when working with us.

How can I book an initial meeting?

You can book an initial meeting by completing our website enquiry form, calling our office, or visiting us in person.

Can you help me retire early?

Yes. Whether early retirement is possible will depend on your circumstances, but we can help you understand your position and explore your options.

Does your firm hold Chartered status?

Yes. Hansford Bell Financial Planning holds Chartered status, awarded by the Chartered Insurance Institute.

All your questions answered

The promise of planning

See real stories from real people who trusted us to bring real change to their life and money.

Their stories

Our reviews

Service worth celebrating

Read what clients say about us, from independent reviews and client surveys to personal experiences shared in their own words.

 
 
 
 
 
 
 
  
 
 
 
 Posted on Google Google 
 
 Bill Beaton profile picture 
 
 
 Bill Beaton 
 
30 April 2026
 
 
 Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google. 
I have been a client of Hansford Bell Financial Planners of Tavistock Devon for several years-and Ross Biddiss of that Firm is my Financial Planner.I thoroughly recommend the Firm and Ross .He has always dealt promptly with all matters that concern me-and has always given trustworthy and sound financial advice.Ross is a very competent and reliable Financial Planner.--- - -Bill Beaton
  
 
  
 
 
 
 Posted on Google Google 
 
 walter allen profile picture 
 
 
 walter allen 
 
25 April 2026
 
 
 Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google. 
Always extremely helpful and professional. We feel we can trust them with our financial affairs.
  
 
  
 
 
 
 Posted on Google Google 
 
 Paul Fryer profile picture 
 
 
 Paul Fryer 
 
15 April 2026
 
 
 Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google. 
Excellent service from all at Hansford Bell. Professional advice and support, ensuring all my family requirements are met. Experts in their field and highly recommended.
  
 
  
 
 
 
 Posted on Google Google 
 
 stephanie Witherall profile picture 
 
 
 stephanie Witherall 
 
15 April 2026
 
 
 Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google. 
Very professional service helpful and friendly staff
  
 
  
 
 
 
 Posted on Google Google 
 
 June Jackson profile picture 
 
 
 June Jackson 
 
11 April 2026
 
 
 Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google. 
I have been a client of Hansford Bell for many years and have always found them highly professional.  They are very knowledgeable as well as being pleasant and easy to deal with.
  
 
  
 
 
 
 Posted on Google Google 
 
 Rebecca Houlden profile picture 
 
 
 Rebecca Houlden 
 
7 June 2020
 
 
 Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google. 
Emma has been very professional and has a great foundation of knowledge. She has made me feel very comfortable and has been very helpful!

0

of clients believe that working with us has, or will, help them achieve their financial goals

0

of clients would recommend us to their friends, family, or colleagues

0

of clients were very satisfied that we understood their needs, goals, aspirations, and objectives

Hansford Bell Financial Planning
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