Alternative Independent Advice - About Us

Financial Planning - How We Work

Here at Future Planning Wealth Management are proud to consider ourselves alternative to most firms in the sense that we focus on you and your goals.  We believe it is important that every client we work with understands how they will benefit from our services.  We want to ensure that we can add value to you and will always clearly explain this.  We will hold an initial conversation to understand your requirements a little more prior to meeting, as if you do not need to pay for advice then we let you know.  

Read About Our Wealth Management Service Here

When a meeting is arranged with one of our advisers, it is in a relaxed atmosphere where the time is taken to understand in full your requirements and goals.  We will explain how we may be able to help you and discuss potential value that you are able to benefit from.  We enjoy speaking in plain English and see no reason to confuse or talk "jargon" with any clients, especially when many clients meet with us to simplify their arrangements and take the pressure of worrying about money away.  

Because of how we work, we find that we are able to answer those important questions for clients; the ones that really need to be answered, but you haven’t managed to accurately receive answers for yet. Some questions that we have answered for clients include: 

  • What do my pensions mean?
  • How do I grow my wealth tax efficiently?
  • When can I retire without worrying about money?
  • Can I afford to send my children to private school?
  • I have been made redundant.  Do I need to work again?
  • How do I get more money out of my business tax efficiently?
  • If anything happens to me, what will that mean for my family?
  • Do you think my existing adviser is providing value for money?
  • How do I pass on my wealth to my loved ones without paying tax?
  • What do I need to do so my family will be fine if anything happens to me?  

We promise to always tell you the truth.  Where there is work to be done to get you to where you want to be, we will devise a plan to help you get there as quickly as possible.  We never forget about our clients either and cease speaking to you for years.  Future Planning Wealth Management keeps in regular contact, because we want you to remain on track and enjoy as fulfilling a life as possible.  

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Was approaching retirement & looking at best way of investing a lump sum. Kevin accepted that I was a risk averse client. Suggested funds that matched this & recommended spreading the investment across a number of these funds to further minimise risk

Gordon Cheshire

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