Our friendly and knowledgeable team of financial experts is here to give you confidence and peace of mind for a brighter, happier future. Our head office is in Wiltshire, however, our clients are based throughout the UK and overseas. With his job becoming more and more stressful, we helped Anthony to retire five years earlier than he thought he could.
Find out how effective financial planning helped him. Paul has a successful software company but knew he needed to structure his finances better. We've taken the load off his shoulders - without charging extortionate rates! Gary wanted help with his multiple pensions. Now he enjoys spending time with his children, safe in the knowledge that he won't have to keep working into his 70s.
Find out how effective financial planning helped him. Paul has a successful software company but knew he needed to structure his finances better. We've taken the load off his shoulders - without charging extortionate rates! Gary wanted help with his multiple pensions. Now he enjoys spending time with his children, safe in the knowledge that he won't have to keep working into his 70s.
Services
Our experts have extensive knowledge and experience of financial planning and advising on mortgages. As you would expect, everyone in the team is friendly and approachable and acts with complete integrity. I specialise in detailed planning to help clients understand how much money they need in life; whether they are on track, and what they need to do to stay on track.
We're not tied to certain providers which limits our advice to certain products. Instead, our experts take a holistic view of your situation and will identify the right financial solutions to get you where you want to be. This means that we are not working on behalf of anyone else but you. We have a passion for helping every client to lead a more fulfilling life.
Future Planning was established in 2010 with the vision of providing a more personalised, better quality service than high street banks and national chains. We can help you to achieve the future you want. We do this by taking the time to understand what's important to you, to understand your situation and what your future could look like.
VouchedFor is the UK's leading review site for Financial Advisers, Mortgage Advisers, Solicitors and Accountants. Members of Future Planning have appeared in VouchedFor's 'Guide to the UK's top-rated financial advisers' which is featured in The Times, every year since 2013. We were delighted to be a finalist in the 'Small Business of the Year' category in the Wiltshire Business Awards 2019.
We start by investing our time in you. Before we can advise you on the way forward with any mortgage or financial plan, we have to understand what's important to you. We also need to understand your current situation and what you want your future to look like. Therefore, the initial consultation at our office is at no cost to you.
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