The business builder

When you’re building something valuable, you need your business, personal wealth, and future to work together.

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.

Success often means complexity

Building a successful business takes energy, commitment, and focus, especially when you want to use it to support personal future goals. But as the company grows, your personal financial life can become more complicated too.

When this happens, income, tax, pensions, investments, protection, business value, and future exit plans all start to overlap, making it hard to understand what is working and what needs attention.

Without a clear picture of your whole financial life, it can be difficult to know whether your business is truly supporting the life you want.

Challenges you may be facing

When you’re focused on growing, maintaining, or exiting your business, certain decisions can make your personal financial future harder to ignore.

You are thinking about an eventual exit

Whether selling, stepping back, or passing the business on, your decisions today can shape the future value you receive.

Your wealth is tied to your business

Your business may be your biggest asset, but that can make it difficult to create flexibility, security, and choice elsewhere.

You don’t know what “enough” looks like

You may be earning well, but still feel unclear about how much you need to comfortably fund your goals and the life you want to live.

You want to reduce tax inefficiency

When business and personal finances overlap, tax decisions can become more complex, leading you to seek support to understand your options.

You have no clear personal financial plan

The business may have a strategy, but your own future lacks structure, from pensions and investments to family goals.

You need to protect what you are building

A growing business has brought a greater sense of responsibility and you want to safeguard your income, family, and long-term plans.

Turn success into certainty

Good financial planning helps you understand how your business success can support your wider life. By connecting your income, tax planning, pensions, investments, protection, and long-term goals, you can finally give your success the stability, structure, and certainty it deserves.

We believe the aim is not just to build wealth, but to shape what your wealth makes possible for you.

We're here to help you

Build beyond
your business

With clear financial planning, we can help you understand what you are building, what you could need outside of the business, and how to create a strategy that supports your income, family, future choices, and long-term independence.

Plan your
next step

Together, we give you the oversight you need to think ahead, understand what your business may need to provide, and shape your personal finances around the future you want, so your eventual exit feels considered rather than rushed.

Move forward
with purpose

To make it easier for you to consider your options, we build a complete picture of your pensions, investments, protection, and tax planning, so your choices feel joined up, purposeful, and connected to the life you want your business to support.

The promise of planning

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

Their stories

It’s as easy as one, two, three

From your first conversation to ongoing reviews, our process keeps you informed, supported, and in control.

Working with us

Step one

Listen and
learn

Step two

Design and
deliver

Step three

Review and
refine

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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