Trusted Independent Advisers: Our Services


Future Planning Wealth Management provides a range of services for clients, delivering increased value and helping you achieve your goals easier and quicker.


Future Planning Wealth Management understands that everyone has different needs and goals.  We use our knowledge and expertise to accurately answer your queries and work with you to help complete your financial planning requirements. Whether you have complex  or simple needs, we will be there to help you for the long term. This video provides a simple explanation of our work:

As listed below we are experts in many areas, making us a one stop shop for clients and thus delivering great value for money.  We find that clients consider us as friends and not just financial advisers, as we keep your best interests at the centre of everything we do. We promise to take the time to understand you, what you would like to achieve and what is important to you. From here we shall then construct a financial plan bespoke for you and designed to bring your goals to life. 


We are focussed on ensuring that you remain on track for the long term and so therefore we provide ongoing assistance to you, as we understand that circumstances change and sometimes unexpectedly.  We provide easy to read regular updates to clients, so that you have the option of always being aware of what is happening, and for those that would rather have less frequent communication, we always enjoy catching up with clients at each of our forward planning meetings. 

Where we provide managing wealth services, you can relax knowing that your money is in the right place for you, as we have taken the time to understand your requirements really well.  Therefore, you will know that you have the right amount of money available for when you need it for.  This could be for moving home, a new addition to the family, retirement or gifting monies.  We will be right by your side and looking after your wealth as carefully as if it were our own. 


Ever felt your financial adviser is trying to sell you something that is not right for you? Well we will never charge you for a service if we do not feel that there is significant value for you.  We always make clear to clients why if we make a recommendation, it is the right solution and how this is going to help you achieve your goals, whether it is to retire as early as possible, helping you to enjoy retirement without running out of money, ensuring as much of your money is passed to your beneficiaries, or minimising tax liabilities. 

We promise to speak clearly and in a manner that is easy to understand. We are really good at explaining things simply (sometimes with the odd drawing to help) and avoid talking complicated, because it is really important to us that you understand your finances and whether you are likely to achieve your goals, or what needs to be done to get you there. We see your assets as a tool to helping you maximise your lifestyle. After all, life is not a rehearsal! 


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INVEST NOW

Sanjay is very patient with me and invests my money in areas that I am comfortable with, knowing that I am very low risk. I know he cares about making sure the right thing happens to his clients, having been with him since 2006.


Audrey Sutton Wiltshire

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