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Future Planning

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Swindon, United Kingdom

futureplanningwm.co.uk
Savings bank· Financial consultant· Financial institution· Financial planner· Insurance broker· Investment service· Mortgage lender· Tax consultant· tax advisor· business and it consulting agency· mortgage broker· pension fund· Money & Insurance· Investments & Wealth

Future Planning Reviews | Rating 5 out of 5 stars (4 reviews)

Future Planning is located in Swindon, United Kingdom on 54 Devizes Rd, Old Town,. Future Planning is rated 5 out of 5 in the category savings bank in United Kingdom. We are independent financial planners and mortgage advisers who enjoy helping clients achieve their goals. With clients throughout the UK and overseas, we utilise the latest technology to make working with us as easy as possible. We have over 50 years' combined experience and are very knowledgable in a wide range of areas. Some of the more common areas we help clients in include: Retirement/pension planning Tax and business/property planning Investment advice both with accumulating wealth and when in retirement All types of mortgages Inheritance and estate planning Cashflow financial planning Insurances and protection services We pride ourselves on working quickly and are friendly, approachable and very knowledgable.

Address

54 Devizes Rd, Old Town,

Phone

+441793575553

Open hours

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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.

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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!

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Janice Cotton

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

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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.

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