Financial Future Associates is a partnership with over 50 years combined experience in financial services. We offer a professional and friendly service covering all aspects of personal financial planning. We realise the importance of understanding what our clients want and are prepared to take the time to get to know you and to understand your needs. Our clients also welcome the fact that we are prepared to see them at home or at their place of work which makes our services so much more accessible.
Services
Ian has over 25 years experience in financial services. He holds the Advanced Financial Planning Certificate, having passed the G60 Pensions paper, the G10 Taxation and Trusts paper, the Mortgage Advice Qualification and Savings and Investments paper. He is a member of The Personal Finance Society* and deals with all aspects of financial planning for both personal and corporate clients.
Whether you are looking to plan for retirement, reduce the amount of tax you pay or protect yourself against unforeseen events, we take the time to listen to your concerns and then guide you through your options to help you choose the best solutions for your own individual circumstances. We have access to a number of financial planning tools that aid the planning process, helping you to improve your financial future and achieve your plans. This is a summary of the main areas where we may be able to help you.
At Financial Future Associates, we are keen to develop a long term relationship with you because we know that, however good the advice we give and the strategy we implement, your circumstances and needs inevitably change over time. Accordingly, for most of our clients, it is appropriate that we follow up on our initial advice and strategy with regular communications and 'in person' reviews to ensure that your strategy stays on track.
At Financial Future we follow a carefully designed financial planning process so that you know exactly what is happening at each stage of its six steps. Understand your objectives in working with us, how you would like to be advised and looked after. We collate all the relevant information of your existing affairs to be able to do a detailed assessment of your current financial position, policies and investments.
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