Future Group UK Ltd

Independent Financial Adviser Future Group, South Park Way, Wakefield 41 Business Park, West Yorkshire, Wakefield, WF2 0XJ

First meeting at adviser's own cost

Response rating

9.8/10

18th February 2019

We take the mystery out of financial matters and ensure our clients understand what they can do.

We can advise you on

Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Mortgages
- Bad credit
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Mortgage protection
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Home and leisure
- Income protection insurance
- Large business
- Life insurance
- Payment protection insurance
- Small business
Long term care
- Long term care
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Business
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group private medical insurance
- Group protection

Meet our advisers

Simon Herbert Dip PFS

Managing Director

Qualifications & Accreditations Hide qualifications

R06 - Financial Planning Practice (CII)

This qualification helps advisers develop and demonstrate their financial planning capabilities.

R08 - Pensions Update Programme

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

R03 - Personal Taxation (CII)

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

R01 - Financial Services, Regulation and Ethics (CII)

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

R04 - Pensions and Retirement Planning (CII)

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

R05 - Financial Protection (CII)

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Gary Wilcock Dip PFS

Managing Director

Qualifications & Accreditations Hide qualifications

CMAP - Certificate in Mortgage Advice and Practice (CIOBS)

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

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say

Testimonial “I came to Bestinvest 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

Where to find us

Future Group, South Park Way, Wakefield 41 Business Park, West Yorkshire, Wakefield, WF2 0XJ

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. The original company was established in 1999.
We offer advice on all financial matters from retirement, long term care planning, Inheritance tax and trusts and investing for someone's future.
We have close links with NAPRO offering financial advice to serving police officers and retired officers in and around West Yorkshire.

Our services

We pride our self in offering good quality service and reliability.
We have a dedicated sales team that can advice you from the comforts of your own home, or you are more than welcome to visit our offices.

We can advise you on

Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Mortgages
- Bad credit
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Mortgage protection
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Home and leisure
- Income protection insurance
- Large business
- Life insurance
- Payment protection insurance
- Small business
Long term care
- Long term care
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Business
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group private medical insurance
- Group protection

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£20,000

Minimum pension value

£50,000

Minimum mortgage value

£125,000

Contact options

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