Meet Sanjay

At work

In 2001, I started working in finance. After a diverse career providing financial and mortgage advice at banks including Halifax and Lloyds, my vision was to offer a more personalised, higher-quality service than high street banks, national chains, and traditional financial advisers. So, I opted for redundancy in 2012 and went self-employed. Future Planning was subsequently born in 2015.

I specialise in helping clients understand how much money they need in life and in creating detailed plans for the best way to achieve their goals. I also focus on tax, investment, retirement and estate planning, and particularly enjoy helping higher earners/company owners to escape their work and remain free from financial worries, so they can enjoy life to the full.

At home

On the weekends, I enjoy reading, catching up with friends and family, and long walks with my dogs Lola, Daisy and Simba. Having built my home in the 2020 lockdown, I am now completing the remaining projects such as the garden and garage. I enjoy and have interests in trading markets and forex, property, investments in disruptive industries, and broad music, film and sporting interests.

I keep active and enjoy a healthy lifestyle by swimming, running, cycling, skiing and diving. I regularly explore new destinations both in the UK and overseas, and have a long list of places to visit. This list tends to grow each year after listening to clients’ amazing trips!

The important stuff

We strongly recommend that you check the credentials of any financial planner or adviser who you may consider working with. You can view Sanjay’s Statement of Professional Standing (SPS) Certificate by clicking here.