Futurity Financial Services Ltd offer Independent Financial Advice to help you achieve your financial objectives, guiding you through each stage of the process with a view to creating a solid relationship lasting many years. We offer unbiased advice that will help all your financial requirements after conducting a full comprehensive analysis of your commitments and the current financial market.
Our services within Corporate Finance include Corporate and Individual Reviews as well as all elements relevant to Auto Enrolment. Within our Personal Financial Services Division we specialise in Financial Protection, Investments, Retirement Planning, Inheritance Tax Planning and provide Financial Reviews to ensure your money is working hard for you.
Our services within Corporate Finance include Corporate and Individual Reviews as well as all elements relevant to Auto Enrolment. Within our Personal Financial Services Division we specialise in Financial Protection, Investments, Retirement Planning, Inheritance Tax Planning and provide Financial Reviews to ensure your money is working hard for you.
Services
Based in Edinburgh and working with clients across Scotland and the UK, we offer a fully comprehensive financial advice service to help with all your short, medium and long term financial planning requirements. We are committed to being fully independent, thus offering advice on products from the whole of the market.
Our clients want their financial affairs to consistently support the lives they lead. When we start working with you, we examine all your existing arrangements if you have any. We'll tell you if we believe they're working well or if, with a little adjustment, they could be working better. Then we'll build on what you already have to create a strategy that works for you.
Protection for yourself, your family and/or your business. This can fall into various categories from Life Protection with or without Critical Illness Cover and also Income Protection. Income Protection is an insurance policy that pays out if you're unable to work due to injury or illness. Income Protection usually pays out until retirement, death or your return to work.
Inheritance tax (IHT) may be payable on an individual's estate after death or on certain gifts made during their lifetime. Tax legislation states that IHT is payable on chargeable transfers of value made by an individual during their lifetime or on their death. For IHT purposes, when a person dies they are deemed to have made a transfer of all their property.
Working with you to make your aims a reality so you can enjoy your retirement when it comes. There are many different types of pensions, including defined benefit plans, defined contribution plans, and several others. Pensions should not be confused with severance pay; the former is paid in regular instalments, while the latter is paid in one lump sum.
Reviews (2)
Adebayo Oyindamola
Nov 28, 2021
Report
FOREX INVESTMENT I never believed my life will change in such a manner, i saw a review on a page about MRS ARIELLA CRYPTO and before then i have never risk money doing anything online with anybody because i think i was so wise and never want to be cheated, but when i contacted her and she explained everything to me concerning trading and the profit… i can make within a week i was convinced to give a trial and why i risked to invest $1000 was because i don't need to send her the money but to create and fund my trading account all by myself and give her the access to manage my trading account
Gilchrist Rocklea
Sep 18, 2016
Report