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Financial products can support your plan, but they should never be the place your advice begins.

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.

The right tools for the life you want

Pensions, investments, protection, and other financial products can all play an important role in your financial plan. But on their own, they are only tools.

That is why our advice starts with your goals, priorities, and wider circumstances, before considering which products may be appropriate. Only then will we explore the right products for your unique plan.

The sections below explain the product areas and planning tools that may form part of your wider financial plan. They are designed to give you useful background information, not personal advice. The right approach will depend on your circumstances, objectives, and the life you want your money to support.

The building blocks of your financial plan

Financial planning

Financial planning helps you understand where you are now, where you want to be, and how your money can support the life you want. It brings together your goals, finances, decisions, and future plans, so every recommendation has a clear purpose.

Cashflow planning

Cashflow planning gives you a clearer view of what your financial future could look like. By modelling income, spending, assets, and life events, it helps you understand what may be possible, where pressure points could appear, and how today’s decisions may affect tomorrow.

Wealth management

Wealth management helps you look after, structure, and grow the money you have built. Your investments should be shaped around your goals, attitude to risk, income needs, and wider financial plan, so your portfolio supports your life rather than sitting apart from it.

Estate and tax planning

Estate and tax planning helps you think carefully about what you have built, who you want to support, and how your wealth may be passed on. This may include Inheritance Tax planning, gifting, trusts, pensions, and working alongside your solicitor or accountant where needed.

Life and health insurance

Life insurance, critical illness cover, and income protection can help protect your family, income, and lifestyle if the unexpected happens. The right cover gives you a financial safety net, helping your wider plan stay resilient when life does not go as expected.

Later-life lending

Later-life lending, including equity release, can help you access wealth held in your home. It is a significant decision with long-term implications, so advice should carefully consider your needs, alternatives, estate plans, family, and future security before anything is put in place.

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.

 
 
 
 
 
 
 
  
 
 
 
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 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!

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

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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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