Financial Life Planning with Hansford Bell.

Financial Life Planning.

To stay on track, you need to know where you’re going. Secure the future you want with our team of specialist financial planners based in the South West.

We’re financial planners with a difference. Instead of focusing only on the money, our approach takes your life goals as the starting point. From here, we incorporate years of experience in the financial sector with cutting-edge technology to create a plan that delivers your chosen lifestyle. We won’t rest until we’ve figured out a way to align your finances with your hopes and dreams. We’re holistic, integrated, interested in you. In simple terms, we put the person first, not the data.

What is Financial Life Planning?

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. Financial Life Planning accepts that wellbeing and personal prosperity means different things for different people. So, we listen. We take on board your definition of a good life and create a financial plan to fit.

Financial Life Planning.

Your life – financial life planning stage.

We spend quality time getting to know you. Sometimes we ask questions, sometimes we just listen – you’re in charge. We discuss your goals, your hopes and dreams, your wishes for the future. Then, we get to work.

Your finances – financial planning stage.

Using innovative cash-flow forecasting software, we conduct an in-depth analysis of your financial situation. We challenge this forecast to ensure you can maintain the lifestyle you want as well as achieve your goals. We ask the big questions. How much do you need to retire comfortably? How much can you spend now, without concern for the future? And how much risk are you prepared to take with your assets?

Our advice – financial advice stage.

We create a tailored plan that will align your personal and financial goals. At this point, we discuss Wills and Lasting Powers of Attorney. Then, when you’re happy, we help you put the plan into action.

The Little Book of You

We’ve written a little book to give a snapshot of what Financial Planning is, download it for free below!

South West Financial Life Planning.

When it comes to sorting out your money, it’s best to do it early. Our expert financial planners can create effective strategies tailored to your situation to help you reach your life goals. This means you can focus on the future without worrying if you have enough cash to get there.

What our clients have to say…

“Hansford Bell has been a fantastic company to work with for all my family’s finances. They have helped us with mortgages, pensions and personal financial planning. A lovely friendly team I would highly recommend.”

Christian Colam, Google review

Christopher is an absolute professional and very knowledgeable. He was extremely patient in explaining some of the documents to me. I would recommend Chris wholeheartedly.

Verified Client, Vouchedfor review