Future Planning Mortgages

Future Planning Mortgages

Future Planning Mortgages locationSwindon, Borough of Swindon, Wiltshire

Elite Pro (3 Reviews)

We provide independent financial and mortgage advice covering a wide range of areas including investments, retirement (pensions), protection, mortgages, estate planning, tax planning and cashflow planning.

  • 40 minutes average response time
Future Planning Mortgages Reviews

Reviews


Review of Future Planning Mortgages by Paul Brett
5 24/08/2016 Paul Brett

I was planning for exiting my business and wishing for a difference of opinion from advice received with current advisers, as not sure I was receiving value for money.
Sanjay was fully independent, a breath of fresh air and took into account my goals in life, not just how much money I had. He approached things from a way in which I was not expecting (a really good thing) and helped me realise the important things in life.
One of the first things he did was explain how I could achieve my goals by being more tax efficient and as a result of some clever (I think very clever) planning, saved over £20,000 in taxes this year. A fresh approach from simply trying to suggest I invest in various things.
It became clear where I sat with achieving my goals financially and, as I enjoy my lifestyle, I realised very clearly and accurately that there are simply tweaks (as he put it, not looking to reinvent the wheel!) to be carried out, which will help me have enough money to retire when I wish to and not worry about money.
Without realising it at the start of our initial meeting, this was absolutely the outcome I was hoping for - although I did not know it at the time! Very pleased I decided to enquire about obtaining a second opinion, as my current (or now previous) adviser had not ever mentioned anything like this and instead earning money off my investments for doing not a lot, it now appears.
I look forward to a better future in retirement, and great relationship with these guys for the long term.

Review of Future Planning Mortgages by G Pullen
5 08/07/2016 G Pullen

They are very patient, trustworthy and knowledgeable. I have received advice on investments, pensions and retiring, wills and trust planning over the years. I like their approach because they do not force anything or rush, or have a sales approach like I have experienced many times before with other IFAs and I feel valued. I have been with them for almost ten years and rely heavily on Sanjay and the team to make sure that I can enjoy my retirement as much as possible by managing my money well for me. The returns have been quite exceptional considering that I am very cautious and have allowed me to do much more than I thought I would have done, and more importantly never worry about money. Here is to at least another ten years of enjoying retirement with my health permitting!

Review of Future Planning Mortgages by Audrey Sutton
5 07/06/2016 Audrey Sutton

They make me feel very relaxed, always looking after my best interests and explain things simply and clearly. Have looked after my portfolio very well for many years and I trust them completely to do the right things for me. They allow me to enjoy my retirement and not worry about money at all.

Future Planning Mortgages


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Future Planning Mortgages Q&A

Company Q&A

What do you love most about your job?

Seeing the value of good honest advice and the positive impact it has on our clients

What inspired you to start your own business?

Wanting to do only the right thing for clients every time rather than a big corporate structure that has restrictions and shareholders to appease to.

Why should our clients choose you?

Because you will speak to us and we will demonstrate our value to you before you pay for anything. And if we cannot help you then we will let you know. We are honest, caring and trustworthy and continue to enjoy repeat business from our clients. We use the latest technology meaning geographical location is not an issue; we have clients located throughout the UK.

Services provided by Future Planning Mortgages

Services

Mortgages

We offer independent mortgage advice and will recommend a mortgage product that is suitable for you following an assessment of your personal needs and circumstances. This will include a detailed assessment of affordability. We will consider all products and lenders that we have access to.

Protection and Insurance

We will act on your behalf when providing advice and making our personal recommendation(s) to you. We will do this based on a fair and personal analysis of insurers for various policies such as term assurance, income protection and critical illness. We help ensure that should the worst happen, you are protected to minimise financial losses.

Future Planning Mortgages Education

Qualifications

London Institute of Banking and Finance

Diploma

We are fully qualified independent financial and mortgage advisers and you are able to check this on the regulator's website directly at https://register.fca.org.uk/

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  • 40 minutes average response time

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