Future Asset Management LLP

Independent Financial Adviser Number Three, Waterton Park, Bridgend, South Wales, Bridgend, CF31 3PH
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
2nd December 2019
Taking the stress and uncertainty out of retirement.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
    • Group risk
    • Long term care
Meet our advisers
David Wingar CFPTM Chartered MCSI
Managing Partner
Certified Financial Planner
Graham Wingar Certified Financial Planning Professional of the year 2018, Chartered MCSI
Financial Planner
Certified Financial Planner
What our clients say
‘For us being fortunate enough to meet David Wingar has opened up possibilities and options that we did not know existed. Having his help to select options, make a plan together and then to be able to have him take care of the execution completes the cycle. The annual review ensures the plan always reflects our current circumstances.
David and Carol Clegg, Chepstow
“David, I want to express my huge thanks and appreciation for the tremendous results you and your team have achieved for us. The exceptional and incisive advice that you offered, followed by a faultless implementation and transaction have provided us with the significant breathing space needed in which we can develop and secure our own future. I have been humbled by my lack of awareness and appreciation of the benefits you provide; and across such a broad spectrum of life. I sincerely believe that our journey would have been easier had we engaged you much earlier. Thank you very much.”
Jonathan and Nicola Cope, Whitelye Consulting Ltd, Chepstow
Grahams' knowledge and skills have been invaluable to me since setting up my own business two years ago. It can be quite intimidating finding the right help as I know very little about financial planning. Graham is a very honest guy and I feel this is his greatest attribute, he has helped has helped me safeguard mine and my partners incomes were we to become ill and not able to work, secured our mortgage and given us advice on pensions and savings.
Mr & Mrs B, Bridgend
Where to find us

Number Three, Waterton Park, Bridgend, South Wales, Bridgend, CF31 3PH

Make an enquiry
About us

Future Asset Management LLP is an Independent Financial Advisory firm established in 2004 and offers a comprehensive financial planning service tailored to clients specific needs. Whether it be personal or corporate, we work holistically with clients who can only benefit from our expertise and high quality level of service thus adding real value to their long term financial wellbeing.

Our services

We get to know our clients to understand what they want to achieve. We then ensure you have the right plan in place to achieve your financial goals.

Advice methods
  • phoneButton
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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