Future Planning
Initial consultation free
Independent financial adviser
Independent financial planners & mortgage advisers helping online and in-person
- 5 star rated with Trustpilot & VouchedFor
- Wiltshire Business Awards finalists
- A 'UK's Top Rated Adviser' since 2013
- Regularly appearing on national publications
We can advise you on
Clients
helped
223helped
Minimum
pension value
£250k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Sanjay Badhan AwPETR CeFA CeMAP DipFA MIFS
Independent Financial Planner
Miss Sian Hewson CeMAP
Independent Mortgage Adviser
Mr Anil Badhan DipFA MLIBF CeMAP BA (Hons)
Independent Financial Planner
Mrs Ana Marques
Operations Manager
What our clients say
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P Brett
I was planning for exiting my business and wishing for a difference of opinion from advice received with current advisers, as not sure I was receiving value for money. Sanjay was fully independent, a...
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V Baines
Sanjay took the time to get to know me before suggesting improvements. He avoided using confusing words and kept everything very simple and easy to understand, which was refreshing as previously I...
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Marti,
Sanjay came recommended by a local estate agent and throughout my dealing with him, every company in the area I dealt with knew him either personally or by reputation and spoke very highly of him. He...
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Greta
Sanjay has given consistently solid advice and helped me plan for my retirement, even though I have continued to work into my retirement! He has made arranging my financial affairs effortless and I...
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Barry, very happily retired
Sanjay keeps in touch and helps me feel safe about investing my money. I trust him to look after my investments and provide regular updates. Our review meetings are always enjoyable, informative and...
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Audrey, Retired
Sanjay is very patient with me and invests my money in areas that I am comfortable with, knowing that I am very low risk. He helps me with my tax figures as well and is very polite and informative....
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
Future Planning is a trading name of Future Planning Wealth Management Ltd, which is registered in England and Wales number: 09566818. Authorised and regulated by the Financial Conduct Authority. FSR number 705061. Registered Head Office: 54 Devizes Road, Swindon, Wiltshire, SN1 4BG
Legal information
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