Future Planning Wealth Management Limited

General information

We help our clients enjoy a better future without the worry of money and uncertainty by answering those important questions, and are proud to be different, helping you make better financial choices.

We consider ourselves alternative to other firms by not being product or provider driven, but rather by focussing on your lifestyle and goals using detailed planning to deliver real value.

We work with a variety of clients to help them enjoy their lifestyle, without the fear of running out of money. This includes helping to achieve and maintain financial independence, and to have as good a life as possible.

We use our expert knowledge providing a range of services including independent advice in pensions, investments, inheritance tax, retirement, tax and trust planning, mortgages and insurance and also advice and planning to companies/business owners.

We offer a range of services tailored for each client and we are not interested in working for any providers or being at all biased. Being truly independent (as IFAs) means that we really are on your side!

With over 50 years of combined experience, a wealth of knowledge and experience in helping clients achieve financial freedom, we are always happy to have an initial discussion at no cost or obligation to see if you may benefit from our services and how we can add value to you. Our offices are in Swindon, Manchester and London, and you are able to join our regular newsletter to keep up-to-date on the website.