Future Group UK Ltd
We take the mystery out of financial matters and ensure our clients understand what they can do.
We make financial planning simple and Jargon free.
We can advise you on
check
Pensions & retirement
chevron_up
check
Pension consolidation
check
Pensions & retirement planning
check
Mortgage protection
check
Next home / Remortgaging
check
Self-employed mortgages
check
Financial planning
chevron_up
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Socially responsible investments
check
Savings for children
check
Insurance & protection
chevron_up
check
Accident & sickness
check
Buildings and contents
check
Income protection insurance
check
Payment protection insurance
check
Tax & trust planning
chevron_up
check
Expatriate finances
chevron_up
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
Last authorised 22nd February 2021
Meet our advisers
MR Gary Wilcock Dip PFS
Managing Director
Qualifications & Accreditations
chevron_up
Dip PFS - Personal Finance Society Diploma (PFS)
chevron_up
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
CMAP - Certificate in Mortgage Advice and Practice (CIOBS)
chevron_up
This qualification assesses the knowledge and understanding of the UK regulation environment in the financial services industry together with various types of mortgage products and repayment options and the giving of mortgage advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk
What our clients say
Testimonial
“I came to Future Group UK Ltd because I am planning to retire in the next few years, but I have had several jobs and was unsure exactly how much I had saved up – let alone how much income this would give me once I'd actually retired. I also wanted more information about the pension law changes and what they mean to me.
My financial planner started off by explaining the new freedom I have to access my money however I want to. He calculated the combined value of my pensions and worked out how much income I could afford to take each year, also taking into account a lump sum for paying off my mortgage. He then consolidated my various pension funds which will allow me to take an income using drawdown when I retire.”
Mr C Gee, West Yorkshire
About us
We are an open, honest and ethical company. We pride ourselves in offering a common sense approach to all financial matters. We have over 30 years of experience.
We offer advice on all financial matters from retirement, long term investment planning, Inheritance tax and trusts and investing for yours and your families future.
Our services
We pride ourselves in offering a reliable, trustworthy, good quality service.
We welcome clients to our office for their appointments, but we also understand that this isn't always possible for clients, so we always offer to go to our clients homes if it is more convenient for them.
Where to find us
Head office address: Suite 10A, Bizspace, Headway Business Park,, Wakefield Business Centre, Wakefield 41 Business Park, Wakefield, West Yorkshire, WF2 7AZ
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£125,000
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
-
Telephone
-
Online (Live chat, video, email)
-
Face to face
Compliance
Your home may be repossessed if you do not keep up
repayments on your mortgage.