Meet the team

Our experts have extensive knowledge and experience of financial planning and advising on mortgages. As you would expect, everyone in the team is friendly and approachable and acts with complete integrity. Come and get to know us:

Sanjay Chartered ALFBF

Independent Financial Planner
& Managing Director

I specialise in detailed planning to help clients understand how much money they need in life; whether they are on track, and what they need to do to stay on track.

Sian CeMAP

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.

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.

Drew

Client Services Assistant

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.

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.

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.

Samantha

Paraplanner

I have worked in financial services for nearly 20 years and love the compliance and technical side of the work I do.

Louisa

Client Servicing Coordinator

Alex

Paraplanner

Alfie

Administrator

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