George Platts - Future Perfect

Independent Financial Adviser  Binley Business Park, 4 Orchard Ct, Ashby de la zouch, Leicestershire, LE65 1FG
First meeting at adviser's own cost
Established in 1989, Future Perfect is a financial advisory business with 15 Financial Advisers looking after some 6,000 client households across the Midlands. Our team includes specialists in wealth management, mortgages and protection, all supported by a well-trained, efficient, administrative office team.
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 & retirement planning
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Pensions review
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Pensions transfer
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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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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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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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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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EEA
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Employee benefits
Response rating
7.0/10
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FCA authorised
Last authorised 24th February 2020
Meet our advisers
George Platts
Financial Planning Consultant

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

About us

Our aim is to provide clients with peace of mind regarding their financial affairs and to help them achieve their financial goals.

We offer personal, tailored face-to-face advice, the opportunity for annual financial reviews, fast response to any queries you may have and proactive contact so that you can stay informed of any changes that may affect your situation.

We are committed to building long-term relationships with all our clients founded on trust, excellent service and outstanding advice. We are also never too busy to see if we can help your friends, family and colleagues.

Where to find us

Binley Business Park, 4 Orchard Ct, Coventry, CV3 2TQ

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 24th February 2020

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