Feel Reassured With Us

Knowing that you are speaking to experts who really care about you and your goals is important. See our existing client reviews and real life case studies to provide extra reassurance.

Future Planning Wealth Management cares about you, your lifestyle and goals.  We are experts in helping you to enjoy a better lifestyle and removing money related worries, enabling you to live a more fulfilling life doing the things you want to.

Just like we do extensive due diligence when creating the right solutions and products for clients, we expect you to also do due diligence and research. We would if we were seeking advice ourselves! That is why you are welcome to send an enquiry through to see if we would be a good fit before we commit to working together.  We pride ourselves on being experts in our fields and here is a video showing one of our advisers Sanjay in one of his interviews in 2014 with Citywire, a leading national financial services media company.  (The interview is from the second half onwards).

We will always keep you informed and below is a video providing insight into one of the ways that we do this by focussing on the 2015 Budget and what it means for you, as per the below video:

We are here for the long term. Our clients choose to continue to use our services, providing confidence that we really do care about you achieving your ambitions. We are always grateful for client reviews, as we wish to know what we did well and where any improvements can be made. We display our client reviews, as we are proud of the work we do for our clients and the outcomes we deliver. If you would ever like to talk to existing clients then this can be arranged too.

In this section you will find some case studies showing real life examples of where we have helped some of our clients, to provide further insight of the in depth work we do to ensure the best outcomes for you our client, every time.

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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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