Make smart decisions about your financial future and the right decisions as part of your long term financial plan. Whether you are approaching retirement, already at retirement or some way off we can help you along the way. New to investing, less complex requirements or investing a smaller sum visit Future Investor our automated online advice service.
At Future Start we truly believe that effective financial planning can increase value and make a real difference to people's lives. We know that each client's needs are unique so we take time to understand your needs and aspirations. We want to help you achieve the lifestyle you want without fear of ever running out of money.
At Future Start we truly believe that effective financial planning can increase value and make a real difference to people's lives. We know that each client's needs are unique so we take time to understand your needs and aspirations. We want to help you achieve the lifestyle you want without fear of ever running out of money.
Services
Here you can find out more about the professional service that we offer, how we work and why we believe we are different. Our focus is to meet the needs of our clients whilst maintaining a 'personal touch'. We are fully independent, which means we do not work for a provider nor do we emphasise any particular products.
Financial Planning is an ongoing process which enables you to arrive at financial decisions that will impact on your future; it involves more than simply purchasing an ISA or signing up to a pension. Our job as financial planners is not to guarantee future returns or to try and second guess which investments will perform best - after all, we don't have a crystal ball.
Whether starting out, mid-way through, approaching retirement or considering later life and how to pass on your wealth, Future Start is here to help. We work with clients who want to be clear on the impact that decisions they make today will have on tomorrow and beyond. Want to work with a Financial Planner who can help with the burden of organising their finances but with one whom they can trust.
Ensure that our company words - commitment, trust and integrity underpin the relationships we form with our clients. Look to achieve the best result possible for our clients, listening to and communicating with them so they feel they are in safe hands. We will strive to ascertain and understand the needs of our clients and always place their interests above our own.
Saving for later life is something that everyone will need to consider at some stage in their lives. With changes to the state pension, unless we make our own provision, we could find ourselves being forced to work until we are much older, rather than perhaps doing other things we prefer such as spending time with our families, travelling or simply enjoying retirement.
Reviews (10)
L. Ds
Aug 14, 2021
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Jonathan is honest and ethical. No hard sell. Listens to what your needs are and then presents options. He provided a full family focused service. He drew up our wills, LPAs, Trusts, managed our investments and took care of estate planning. He showed us what our trajectory was over the coming years with regard to income. This has provided clarity which in turn allowed us to take informed decisions based in fact, not unrealistic fear or fairy dust. I have no hesitation recommending Jonathan. He is different to the other sharks out there.
Valerie Humphrey
Aug 07, 2020
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We needed advise for our early retirement on the pensions we have.
Excellent, professional and friendly service given by Jon who explained in detail options we had available to us, and advised us of the best options. Cannot thank him enough for all the hard work which has gone into resolving our questions and setting up a new Portfolio.
Excellent, professional and friendly service given by Jon who explained in detail options we had available to us, and advised us of the best options. Cannot thank him enough for all the hard work which has gone into resolving our questions and setting up a new Portfolio.
Kim Allen
Aug 02, 2020
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Jonathan gave me advice on my pensions and retirement income. He was very helpful and patient, explaining everything to me clearly in language that I could understand. He is very friendly and has a good sense of humour which made the very dry subject of financial planning much better than I had expected!
Sara Denzer
Jul 20, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
For the investments he looked at the safest option for us. We do not have any experience in this so his knowledge was really useful. He set it up really well and explained everything. Jon is not patronising or makes you feel bad that you don’t know anything. His friendly and funny personality is fantastic for his role in your future.
For the investments he looked at the safest option for us. We do not have any experience in this so his knowledge was really useful. He set it up really well and explained everything. Jon is not patronising or makes you feel bad that you don’t know anything. His friendly and funny personality is fantastic for his role in your future.
Mala Mulholland
Jul 13, 2020
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Went to seek retirement advice and the options available. Spent a lot of time with Jon who is extremely professional, knowledgeable, prompt in response and thorough. Because of his due diligence and care and integrity - I decided to remain as is. This demonstrated his ethics and integrity in this day and age!!! 10 stars to him and this Company. I would go to seek advice from him again and recommend him to others. Many thanks Jon!!
Darren Long
Jun 28, 2019
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Jonathan was excellent, he clearly laid out how we needed to look ahead at all of our investments. He looked at all of our income and outgoing over the last year, and how we were going to plan for the next few years into retirement. He then looked at all our properties and how these needed to be protected by putting them into trust and then helped us to get a will done that was linked to all the trusts we had set-up. There was no way that we could have done all of this work without the help of Jonathan walking us through the process. I cannot recommend Jonathan highly enough, he was very impressive
David Beaty
Jun 11, 2019
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Yvonne Wells
Jan 08, 2019
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Denise Starkey
Dec 03, 2018
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Michael Shelton
Nov 20, 2018
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