Future Start Independent Financial Planning Ltd

Independent Financial Adviser  Future Start, Watford, Hertfordshire, WD17 1DU
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FCA authorised
Last authorised 1st March 2021
Jonathan is an independent, experienced and friendly financial adviser who helps clients secure their future with sound financial planning.
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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Pensions transfer
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SIPPs
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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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Offshore investments
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Socially responsible investments
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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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Long term care
Meet our advisers
MR Jonathan Willis APFS CeMAP
Chartered Independent Financial Planner
About us

Future Start is an Independent Financial Advice Firm based in Watford, Hertfordshire.

We offer advice face-to-face or online and by telephone, whichever suits you best.

We are happy to travel in and around the local area, but if further afield our fully online, telephone advice service is available and offers discounted costs on our standard fees.

We specialise in helping professionals, business owners and those in or approaching retirement.

We offer a free introductory meeting after which we charge fixed fees for any work agreed with you.

If you select one of our ongoing review services we charge a fixed monthly retainer rather than a percentage of your investment.

We can create a one off plan that you can review on an ad-hoc basis, or work with you on an ongoing basis to ensure you remain on track, implementing various strategies along the way.

Having explained the options best suited to addressing your needs, we will then research and recommend the best providers from across the market. This is presented to you in a clearly set out Financial Planning Strategy - Recommendation Letter.

We have no affiliation to any specific providers. The majority of our recommendations are to mainstream, established

Our services

Helping professionals, business owners and those in or at retirement preserve and grow their wealth.

We create clear financial planning strategies designed to complement your life and achieve your goals.

We provide clear advice at a fair price for those ready to plan their future.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£250,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Future Start, 1st Floor, Building 2, Croxley Business Park, Watford, Hertfordshire, WD17 1DU

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