Independent financial planners & mortgage advisers
Our friendly and knowledgeable team of financial experts is here to give you confidence and peace of mind for a brighter, happier future. Our head office is in Wiltshire, however, our clients are based throughout the UK and overseas.
Why choose us?
Unlocking your
Financial future
The key to achieving your life goals is understanding what’s important to you. With our expert guidance, we’ll help you achieve the future you want.
Client stories
Approaching retirement
Anthony Hawley
With his job becoming more and more stressful, we helped Anthony to retire five years earlier than he thought he could. Find out how effective financial planning helped him.
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Business owner
Paul McCarthy
Paul has a successful software company but knew he needed to structure his finances better. We’ve taken the load off his shoulders - without charging extortionate rates!
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Building wealth
Gary Read
Gary wanted help with his multiple pensions. Now he enjoys spending time with his children, safe in the knowledge that he won’t have to keep working into his 70s.
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In retirement
Douglas Martin
Douglas enjoys the confidence and peace of mind that comes with knowing that an expert will be looking after his finances for years to come.
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Senior executive
Derek & Christine Defty
Having built up a number of pensions over his working life, at retirement, Derek needed an expert to quickly put them in order, so that Christine could retire too.
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Facing redundancy
Craig MacDonald
When Craig was made redundant from Honda UK Manufacturing, he turned to us for financial guidance through this difficult time. He’s now looking forward to the future and his retirement.
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First-time buyer
Josh Horwood
With access to a wide range of mortgages, we helped first-time buyer, Josh to find a mortgage which suited his finances. And we took care of all the paperwork.
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Come and
Meet the team
Our friendly and welcoming team of financial experts will help you to achieve the future you want to have.
Meet the team
Sanjay
Founder
I help clients make better financial decisions, save tax and enjoy a better lifestyle. I specialise in detailed planning to help remove money worries.
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Sian
Independent Mortgage Adviser
I have helped clients to achieve mortgage success since 2014. As a fully qualified whole-of-market adviser, I can access great mortgage rates from across the market, so you know you will receive the best deal.
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Adam
Client Services Assistant
My role in Future Planning is provide first-class client care for clients. Assisting in providing administrative and technical support to management and advisers, as well as providing business and general administration activities.
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Drew
Client Services Assistant
My role in Future Planning is provide first-class client care for clients. Assisting in providing administrative and technical support to management and advisers, as well as providing business and general administration activities.
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Tyrone
Client Services Officer
I have a 10 year financial background with a major building society. In my role, I service accounts and resolved complex queries, interacting with clients on a daily basis.
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Jess
Technical paraplanner
I have 5 years of experience in financial services. I liaise with clients, book and prepare for meetings, liaise with providers and maintain back office records, and I assist with the adviser’s general day to day.
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Kellie
Technical paraplanner
I take care of all post meeting and new business actions which include any new investments, top-ups, and fund switches. Completing application forms, updating back office systems and keeping clients updated.
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Samantha
Paraplanner
I have worked in financial services for nearly 20 years and love the compliance and technical side of the work I do.
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Have a question?
Get in touch with us
Talk to us about your financial future. Complete the form below and we’ll be in touch.