Professional connections

Both solicitors and accountants have a duty of care to act in their clients’ best interests and to refer them to other professional advisers where appropriate. According to the Solicitors Regulation Authority (SRA) and the ICAEW Code of ethics, those professionals must be vetted and demonstrate that they are unbiased and unrestricted.

A number of professional connections refer their clients to us, having identified that we are a suitable financial planning firm which will meet their clients’ needs. They trust us to make sure that their clients will receive the same level of service that they have come to expect.

Likewise, where appropriate and it is in their best interests, we will refer clients to other professional advisers. Examples of ways in which we work together include:

  • Advising clients who have received financial awards for Personal Injury or Clinical Negligence claims. We help them to manage their compensation effectively.
  • Helping divorcing clients to achieve a financial settlement which is fair and will meet their needs.
  • Advising clients in later life on long-term care planning and inheritance tax planning.
  • Helping business owners to utilise their business for the benefit their personal finances.
  • Referring clients who need legal services such as wills & probate, residential property and matrimonial.
  • Referring clients who need accountancy services such as bookkeeping or the preparation of annual accounts.

If you would like to work with our financial planners for the benefit of your clients, please get in touch

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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

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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

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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

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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

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

Jeff & Jane Salter

Clients since 2014

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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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