Cookies Policy

FUTURE PLANNING WEALTH MANAGEMENT COOKIE POLICY

INFORMATION ABOUT OUR USE OF COOKIES

Our website uses cookies to distinguish you from other users of our website. This helps us to provide you with a good experience when you browse our website and also allows us to improve our site.

A cookie is a small file of letters and numbers that we store on your browser or the hard drive of your computer if you agree. Cookies contain information that is transferred to your computer’s hard drive.

We use the following cookies:

  • Strictly necessary cookies. These are cookies that are required for the operation of our website. They include, for example, cookies that enable you to log into secure areas of our website, use a shopping cart or make use of e-billing services.
  • Analytical/performance cookies. They allow us to recognise and count the number of visitors and to see how visitors move around our website when they are using it. This helps us to improve the way our website works, for example, by ensuring that users are finding what they are looking for easily.
  • Functionality cookies. These are used to recognise you when you return to our website. This enables us to personalise our content for you, greet you by name and remember your preferences (for example, your choice of language or region).
  • Targeting cookies. These cookies record your visit to our website, the pages you have visited and the links you have followed. We will use this information to make our website and the advertising displayed on it more relevant to your interests. We may also share this information with third parties for this purpose.

You can find more information about the individual cookies we use and the purposes for which we use them in the table below:

Cookie Name Purpose More information
 

Necessary

 

 

__cfduid

 

Used by the content network, Cloudflare, to identify trusted web traffic.

 

 

http://www.aboutcookies.org.uk/cookie-types

 

 

Statistics

 

_ga

 

Registers a unique ID that is used to generate statistical data on how the visitor uses the website.

 

 

http://www.aboutcookies.org.uk/cookie-types

 

 

Statistics

 

_gat

 

Used by Google Analytics to throttle request rate

 

 

http://www.aboutcookies.org.uk/cookie-types

 

 

Statistics

 

 

_gid

 

Registers a unique ID that is used to generate statistical data on how the visitor uses the website.

 

 

http://www.aboutcookies.org.uk/cookie-types

 

 

Marketing

 

 

Collect (Google Analytics)

 

 

Used to send data to Google Analytics about the visitor’s device and behaviour. Tracks the visitor across  devices and marketing channels.

 

 

http://www.aboutcookies.org.uk/cookie-types

 

 

Marketing

 

PREF (YouTube)

 

 

Registers a unique ID that is used by Google to keep statistics of how the visitor uses YouTube videos across different websites.

 

 

http://www.aboutcookies.org.uk/cookie-types

 

 

Marketing

 

 

VISITOR_INFO1_LIVE (YouTube)

 

 

Tries to estimate the users’ bandwidth on pages with integrated YouTube videos.

 

 

http://www.aboutcookies.org.uk/cookie-types

 

 

Marketing

 

 

YSC (YouTube)

 

Registers a unique ID to keep statistics of what videos from YouTube the user has seen.

 

 

http://www.aboutcookies.org.uk/cookie-types

 

 

Please note that third parties (including, for example, advertising networks and providers of external services like web traffic analysis services) may also use cookies, over which we have no control. These cookies are likely to be analytical/performance cookies or targeting cookies.

You block cookies by activating the setting on your browser that allows you to refuse the setting of all or some cookies. However, if you use your browser settings to block all cookies (including essential cookies) you may not be able to access all or parts of our site.

key

I’ve been hugely impressed with the level of detail and understanding Sanjay seeks to get about our short, medium and long-term goals, and then providing tailored advice to reach those goals.

Paul French

A client since 2018

key

Sanjay was very friendly and explained everything we needed to know about my pension options. One of the most professional and friendly firms I've dealt with and will recommend them to my friends and family.

Mark Preston

A client since 2019

key

Rescued my investments. Removed inheritance tax worries. Now get an income and do not pay income tax. Much better off and very happy.

Enzo Ciliani

A client since 2016

key

Absolutely fab! I leave everything to them. All staff are very polite and very professional; plain speaking and always give you a straight answer without going all round the houses.

Trefor Williams

A client since 2006

key

Sound advice and sensible expectation management provided a very professional service in a realistic time frame.

Jeff & Jane Salter

Clients since 2014

key

Easy to work with the team. Understood our requirements and situation and made actionable recommendations commensurate with our goals.

Julian Taplin

A client since 2018

key

Future Planning have done a thorough review of my finances and have made recommendations that I had not thought about or even knew existed. They did this all time with the greatest respect and sensitivity to my wishes.

Derrick Ward

A client since 2019

key

I have been with Sanjay at Future Planning for a number of years. He is honest and reliable and puts the needs of you as an individual first. He is extremely knowledgeable and approachable and his small team are very efficient.

Michelle Haley

A client since 2016

key

Both Sanjay and Anil are good at explaining financial jargon in a way you can understand and are efficient at getting back to you promptly when you have queries.

Paul Crowther

A client since 2019

key

Very approachable and understanding if I am not sure what to do or don't understand. They will take time to explain things and give me time to make my mind up.

Rachel Parmenter

A client since 2010

key

My husband and I have been with Future Planning for the past few years.
I feel mostly relief when I think about having access to such a professional and engaged financial advisor.

Bela Tiwari

A client since 2016

key

Anil has helped me with 3 mortgages now, a commercial mortgage, residential mortgage and buy to let. I would highly recommend Future Planning, I have always had excellent advice and couldn't Thank them enough.

James Matthews

A client since 2017

key

Sian Hewson was really helpful when I was looking for a new mortgage. She was fair and honest, and kept in touch at every stage of the process. She sorted all the paperwork quickly, and I know she worked hard to get the best deal for me.

Rebecca Evans

A client since 2017

key

Sian was great - couldn't recommend her higher. Great people skills, went out of her way to help and very knowledgeable. 5 stars!

Joe Campbell

A client since 2019

key

Sian is totally amazing and exceeded all our expectations - as always. Not only has she managed to arrange a standard purchase buy, on top of this, a buy to let bridging loan for the time period required.

Sarah Leahy

A client since 2014

key

Our third mortgage with Future Planning. Each time, the process has been faster and easier. Their knowledge and expertise have been outstanding with extremely attentive advisors and admin team there’s not a single question we asked they didn’t have extensive experience in.

Martin Morris

A client since 2013

key

Sian was an absolute star from the beginning. Conscientious, polite and utterly professional, Sian was a pleasure to work with. I cannot praise her enough; fully recommended to anyone looking for home insurance, mortgage renewal and life insurance.

Robyn Pearson

A client since 2019

key

Diligent, committed and highly professional. In the face of repeatedly underwhelming performances from the other ‘experts’ involved in our sale and purchase; Sian stood out as the only one that could be relied upon to deliver against the timelines we were held to.

David Stevens

A client since 18.06.19

key

Friendly, efficient and easy mortgage application process, despite hiccups with bank statements and amended purchase details. Sian tackled it all with patience and good humour and kept me abreast of everything at all stages. Highly recommend.

Mark Brown

A client since 2019

key

Sian took what could have been a very stressful situation and guided us very smoothly through the entire process. Sian was always available and responsive, either via email or telephone.

Matthew Croston

A client since 2018

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