Based in Cambridge and led by a Chartered financial planner, we offer flexible services to support your financial aspirations.
Whether you need expert guidance on mortgages, financial planning, or both, we’ll help you make confident decisions for today and tomorrow.
At Betterment Wealth, we’re dedicated to empowering our clients with expert guidance and tailored strategies to achieve financial success.
Your financial journey is unique, especially when you’re balancing family life and a busy career. Maybe you’re starting to think about retirement, growing your investments, or buying your next home. Whatever brought you here, you’re in safe hands.
Running your own business comes with a blend of challenges and opportunities. We’re here to support your business’s financial health at every stage, from start-up and growth to long-term succession planning and beyond.
Discover how our personalised advice has supported clients through important financial decisions and life changes.
Hear their storiesOur survey results show how people feel about working with us.
of clients believe that working with us has helped or will help them achieve their financial goals
of clients would recommend us to their friends, family, or colleagues
of clients have recommended us in the last 12 months alone
With a focus on innovation, personalised advice, and unwavering dedication to our clients’ success, we offer a range of services designed to transform your financial landscape.
Ready to take the next step? Contact us today to discover how we can help you achieve your financial aspirations.
With a diverse range of skills and a shared commitment to excellence, our professionals are the cornerstone of the personalised service we provide.
Get to know usDive into our articles, downloads, and resources for the latest in finance, including expert analysis, economic news, and tips to inform and guide your financial decisions.
The start of a new year can be the perfect time to check in on your finances, set goals for the year ahead, and create a plan for how to achieve them. In fact,…
In the Autumn Budget 2025, the chancellor announced that Inheritance Tax (IHT) thresholds would remain frozen for a further year, until 2031. Upcoming changes will also see unused pensions included in an estate for IHT…
The concept of a “forever home” is less important to younger homeowners, research from Zoopla (4 November 2025) has found. Instead, they favour flexibility, although this approach could cost more overall. Traditionally,…
Call us on 01223 655 125 or get started below.
Join the Betterment Wealth community by signing up for our newsletter. Receive insights and updates right to your inbox.
We care about your data in our privacy policy.
