Our Vision
Envisioning a brighter financial future
At Betterment Wealth, we are committed to empowering our clients to create a prosperous and secure future. Founded on the principle that effective financial planning is the cornerstone of a better tomorrow, we dedicate ourselves to guiding our clients through the complexities of wealth management with ease and expertise.
We believe that your financial well-being is integral to your overall quality of life. Our mission is to make the financial planning process accessible, understandable, and tailored to your unique circumstances.
Our Team
Meet the team
With a diverse range of skills and a shared commitment to excellence, our professionals are the cornerstone of the personalised, insightful service we provide.
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Richard Fearn
Founder and Chartered Financial Planner
I have over 20 years of experience in the financial advice industry. I feel a great sense of achievement in delivering sound financial advice and creating meaningful financial plans that make a positive impact on clients’ lives.
I enjoy playing (average) golf, road cycling (sometimes up and down mountains) and spending time with my family.
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Jamie Panter
Mortgage and Protection Adviser
With over 12 year’s experience in the financial industry, I have built a wealth of knowledge and expertise. I am passionate about finding the best solution for all my clients not only for their borrowing needs, but also to ensure they are financially resilient throughout their working lives against all those uncertainties we face.
I enjoy spending quality time with my Family, playing and watching football and the occasional round of Golf.
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Annie Patterson
Client Servicing
Annie has extensive customer service experience. Annie contacts clients to prepare annual planning meetings and gathers information to produce highly informative planning reports.
Annie enjoys yoga, beach walks and days out with her family.
Richard has been instrumental in our financial planning for over 15 years, which has been amazing.
Neale & Monique – London
We’re looking for talented people to join our team
Explore opportunities to shape the future of finance with your expertise and passion. Don’t see the right fit? We welcome speculative applications to discover how your talents can contribute to our team’s success.
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Employed Mortgage Adviser
Betterment Wealth is looking for a Mortgage and Protection Adviser to join the team and work closely with an experienced Financial Planner to service existing clients and new referrals. A competitive remuneration package consisting of a basic salary plus commission, with full administrative support provided.
Location: Office Based - Cambridge
Hours: Full-time
Salary: £30,000 plus commission
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Self Employed Financial Planner
Join our dynamic team as a Self Employed Financial Planner at Betterment Wealth. In this role, you’ll have the opportunity to make a significant impact on individuals’ and families’ lives by providing expert, tailored financial advice.
Location: Hybrid, Office Based or Remote
Hours: Flexible
Salary: Fee income-based
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Self Employed Mortgage Adviser
Betterment Wealth is seeking a Self Employed Mortgage Adviser to enhance our client service offerings. This role is perfect for individuals who excel in navigating the complex mortgage landscape to find the best solutions for our clients.
Location: Office Based - Cambridge
Hours: Full-time
Salary: Fee and commission income-based
Our Values
How we work at Betterment Wealth
Our shared values keep us connected and guide us as one team.
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Integrity first
Upholding the highest standards of honesty and ethical behavior in all our interactions and decision-making processes.
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Client-centric approach
Prioritising our clients’ needs and goals above all, ensuring personalised and attentive service tailored to individual financial aspirations.
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Transparency
Maintaining open and clear communication with our clients, ensuring they have complete understanding and insight into their financial strategies.
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Innovation in service
Continuously seeking and adopting new methodologies and technologies to enhance our services and deliver cutting-edge financial solutions.
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Collaborative expertise
Leveraging the collective knowledge and skills of our team to provide comprehensive multifaceted financial advice and innovative strategies.
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Commitment to excellence
Striving relentlessly to exceed expectations through attention to detail and dedication to achieving the highest quality outcomes.
A better life starts one step at a time. Take the first step today.
Call us on 0800 840 840 or get started below.
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