Independent financial planners and mortgage advisers who utilise the latest software to maximise value for money.
Future Planning works different to many other advisory firms in the sense we focus on you and your goals. We listen really well and everything we do is conducted by keeping the client as our highest priority.
We pledge to only ever tell our clients the truth and being truly independent means that we are not working on behalf of anyone else but you. We have a passion for delivering good advice and seeing every client we work with lead a more fulfilling life.
We work with both individuals, businesses and business owners to help save for retirement, save tax, ensure that what is most important to you is protected, should the worst happen and plan for their next generation with estate planning services where required.
Recent awards for advice and financial planning include:
- Wiltshire Business Awards 2019 finalists
- The highest rated advisory firm in Wiltshire by VouchedFor.
- Being rated as a UK's Top Rated Adviser for every year since 2013 up to this year, inclusive.
- Nominated in the Unbiased 2015 Media Awards for several categories including "At Retirement Adviser of The Year" & "Pension Adviser of the Year".
- Regularly appearing on national publications
- We have a five star Trustpilot and VouchedFor rating
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