Personal & Corporate Financial Planning
What we do Future Asset Management LLP specialises in offering a comprehensive financial planning service to individuals and business owners, appealing to such clients by way of our transparent fee charging structure. We consider that by being fee based and paid for our wisdom, knowledge and experience (not by commission) we are offering our clients advice rather than products.
What we can do for you Our aim is to provide you with a very high level of planning to help you achieve your financial goals. This will incorporate financial security for the family and/or business and will be tailored to your requirements and attitude to risk. We will ensure that you benefit from us having quality time to spend with you and looking after your financial needs.
“We would not consider offering any financial advice or product that we would not use ourselves�
Our commitment... To be able to provide good financial advice is not enough in the current regulatory climate and the importance of having quality support is a key factor in our business success. Our experienced team via the partners, staff and business to business consultancy links provides comprehensive support in advice, administration and all aspects of customer service.
Our process
Our services:
• Initial Exploratory Meeting - during which we will complete a financial review with you and discuss your situation in relation to your goals and aspirations
Personal Financial Planning
• Preparation of the Personal (or Corporate) Financial Plan • Implementation of the Financial Plan • Provision of on-going service to achieve financial goals. “Protecting wealth and building a secure future for yourself and your family is important to everyone. I am delighted with the service provided by Future Asset Management to my clients. I would not recommend anyone else!”
- Retirement Planning - Pensions / Investments - Protection of Income and Lifestyle - Mortgages - Equity Release - Private Medical Insurance
Corporate Financial Planning - Company Pensions / Auto Enrolment - Business Assurance - Commercial Loans - Key Person Protection - Business Planning
Steven Kavanagh FCA, AIMS Accountants
“David, I want to express my huge thanks and appreciation for the tremendous results you and your team have achieved for us. The exceptional and incisive advice that you offered, followed by a faultless implementation and transaction have provided us with the significant breathing space needed in which we can develop and secure our own future. I have been humbled by my lack of awareness and appreciation of the benefits you provide; and across such a broad spectrum of life. I sincerely believe that our journey would have been easier had we engaged you much earlier.Thank you very much.” Jonathan Cope, Whitelye Consulting Ltd
“David Wingar has been my financial adviser for over 10 years. During that time my business has grown and they have been able to assist me in trying to reach my financial goals. David and his team are enthusiastic and knowledgeable. I have no hesitation in recommending them to my high net worth clients.” Alun Rosser, Howells Solicitors
Tax Planning - Inheritance Tax - Corporate Tax Planning - Tax Exempt Savings - Trusts
Contact Details TO A CKL BRA ITY / CO
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Call: 0845 458 1426 Fax: 0845 458 1427 E-mail: enq@famllp.com Web: www.famllp.com Or write to: Number Three, Waterton Park Bridgend CF31 3PH Future Asset Management LLP is authorised and regulated by the Financial Conduct Authority