Future Planning

Unlock your financial future with Future Planning.

Friendly and honest independent financial and mortgage advisers helping individuals and business owners achieve their goals, giving you peace of mind and freeing up valuable time.

Why Future Planning

Future Planning is rated 5 stars on Trustpilot, a top-rated firm on VouchedFor and a finalist with the Wiltshire Business Awards. They explain things clearly and help clients throughout the UK and overseas. There is no pressure or sales tactics because great client outcomes are at the core of everything Future Planning does. 

With over 50 years' combined experience they are very knowledgeable. Future Planning has the latest technology so even if you cannot visit them in their lovely office, they can still help.

Future Planning's services

There is a wide range of services provided, some of which are:

• Those approaching and already in retirement
• Growing and managing wealth tax efficiently
• All types of mortgage requirements including first-time buyers, remortgaging, buy-to-let properties, consolidating debt
• Business owners with strategising and tax planning
• Those experiencing financial changes such as a significant payrise, an inheritance received, redundancy offered or being on furlough
• Estate planning, Wills, and conveyancing requirements
• Complex pension cases including transfers and switches
• Clients going through separation/divorce and helping with the sharing of assets
• Landlords with property portfolios
• Bridging and commercial lending

Next steps

Future Planning offers a free consultation to see how they could help and understand your requirements in greater detail. Contact them on:

E: [email protected]
T: 01793 575553
W: www.futureplanningwm.co.uk
A: 54 Devizes Road, Old Town, Swindon, SN1 4BG

Meanwhile ahead of speaking with Future Planning, visit the website to see their independent reviews and client video testimonials. They also have lots of free material for you to enjoy.