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Future Planning Wealth Management logo

Future Planning Wealth Management

Swindon, England

(9)
Future Planning Wealth Management logo

Future Planning Wealth Management

Swindon, England

(9)

About

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.

Reviews (9)

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Janice Cotton

26 January 2019

Trustworthy advisers, friendly and knowledgeable. Take into account my disabilities and always make time for me.

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Jose Marques

16 October 2018

very helpful advices on my pension! Sanjy, explains very well and make me understand all about it! Thanks

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Janice Cotton

4 September 2018

Thank you for looking after all my savings and investments and always doing the right thing for me. Very knowledgable and completely trustworthy people.

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Amanda Riley

4 September 2018

Sorted out a mortgage and life insurance policy for me. I am pretty clueless in this area but Kev explained everything really well and made it an easy process to go through.

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Seymour Williams

4 September 2018

Have known the guys for over 10 years and always been honest and great to work with and treat me like a person in a relaxed comfortable atmosphere. Have helped me achieve my goals ahead of schedule and be in a position to retire early, which I thought I would not be able to do. Along the way, made good money adn saved me tax too! A pleasure to continue to be associated with this firm and look forward to continuing to receive great advice and planning for many more years. More...

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Audrey Sutton

26 May 2017

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. More...

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Paul Brett

26 May 2017

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. More...

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G Pullen

26 May 2017

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! More...

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A Sutton

8 June 2016

Very patient with me and invests my money in areas that I am comfortable with, knowing that I am very low risk. They help me with my tax figures as well and very polite and informative. Making sure my money is in the right places at the right time and reviewing this regularly with me, keeping me up to date which wasn't always the case when I received advice from elsewhere before. I know they care about making sure the right thing happens to their clients, having been with them since 2006. More...

Q&A

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

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.

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.

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Services

Lifestyle Planning is only of the most popular services we offer. We help identify what you want to achieve in life and how to get there as efficiently as possible.

If you have an investment or a pension and want help understanding what you're putting your money into, we are the people to talk to. We do in-depth research on your existing arrangements to determine how well they have been performing. If they need changes made then we can look into other options such as transferring to a new provider if suitable for you.

We offer Wills, trusts, probate and estate planning to all clients. We have lots of experience in dealing with Wills and Estate Planning, and always have an adviser available to help. We also assist with Inheritance Tax planning to help mitigate this and help ensure more of what you have is passed onto loved ones.