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
9.5/10
FCA verified
12th November 2018
Specialist Advisers in Retirement Planning including the use of Flexi-Access Drawdown.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Long term care
Meet our advisers
Graham Wingar CFPTM Chartered MCSI
Financial Planner
Accreditations
Certified Financial Planner
David Wingar CFPTM Chartered MCSI
Managing Partner
Accreditations
Certified Financial Planner
What our clients say
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
“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
‘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
Where to find us

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

Contact us
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

If you are approaching retirement and want to know about your options, Future Asset Management LLP can help you make the most of your retirement savings by recommending the most suitable strategy for your circumstances.

For clients who are looking to save and plan for their retirement, Future Asset Management LLP ensure your pensions and investments are managed in accordance with your personal situation and preferences. This bespoke management helps clients understand more about their pensions and investments.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Future Asset Management LLP is authorised and regulated by the Financial Conduct Authority. Registered in Wales No. OC309979. Future Asset Management LLP is an Investors in People organisation.

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