Future Asset Management LLP

Independent financial adviser  Number Three, Coychurch lower, Bridgend, CF31 3PH
First meeting at adviser's own cost
Expert Personal Mortgage Advice. Residential, Buy to Let & Equity Release.
We can advise you on
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Bad credit
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
Response rating
8.6/10
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FCA authorised
Last authorised 17th February 2020
Meet our advisers
Tim Mogford Cert CII (MP)
Mortgage & Protection Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

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

Graham Wingar CFPTM MCISI
Financial Planner

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

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

This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path

Accreditations
Certified Financial Planner
Richard Lovering
Mortgage Adviser

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of key elements of the mortgage process, specialist types of mortgage lending, challenges in the mortgage industry and the giving of mortgage advice.

What our clients say
Grahams' knowledge and skills have been invaluable to me since setting up my own business two years ago. It can be quite intimidating finding the right help as I know very little about financial planning. Graham is a very honest guy and I feel this is his greatest attribute, he has helped has helped me safeguard mine and my partners incomes were we to become ill and not able to work, secured our mortgage and given us advice on pensions and savings.
Mrs R, Caerphilly
Graham has taken all of my financial stress away and now provides regular simple updates on my position and I am comfortable with where I am heading.
Mr M, Cardiff
Graham has the patience to explain everything in detail to me every time have to contact him and ask questions.He has helped me to understand about pensions and keeps in regular contact with me.I trust graham to give me the best advice at all times.
Mr & Mrs J, Merthyr TYdfil
Graham has the patience to explain everything in detail to me every time have to contact him and ask questions.He has helped me to understand about pensions and keeps in regular contact with me.I trust graham to give me the best advice at all times.
Mr & Mrs J, Merthyr Tydfil
About us

Future Asset Management LLP is an Independent Financial Advisory firm established in 2004 and offers a comprehensive financial planning service tailored to clients specific needs.

Our services

Specialists in Equity Release, Buy to Lets including HMO and Multi Unit, Residential Mortgages and remortgages.

Where to find us

Number Three, Waterton Park, Waterton, Bridgend, Mid Glamorgan, CF31 3PH

Preferred clients
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
8.6/10
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FCA authorised
Last authorised 17th February 2020

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