Future Asset Management LLP

Independent Financial Adviser  Number Three, South Wales, CF31 3PH
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FCA authorised
Last authorised 22nd November 2021
Taking the stress and uncertainty out of retirement.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR David Wingar CFPTM Chartered MCSI
Managing Partner
MR Graham Wingar Certified Financial Planning Professional of the year 2018, Chartered MCSI
Financial Planner
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 need. Our dedication to providing the highest standards to our clients is shown by our long term relationships. In 2018, Partner and Financial planner Graham Wingar was awarded the Certified Financial Planning Professional of the year highlighting the level of expertise their clients have been provided.

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.

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

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

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