facebooktwitterpinterest
mobil menu

Future Planning Wealth Management Limited

  1. Swindon
  2. Swindon Local Government Office

Reviews, get directions and contact details for Future Planning Wealth Management Limited

Future Planning Wealth Management Limited
Address: First Floor, 42-43 Havelock Street, Swindon SN1 1SD, UK
Phone: 0800 464 0770
State: Swindon
City: Swindon
Zip Code: SN1 1SD

opening times

Monday: 9:00 AM – 5:30 PM
Tuesday: 9:00 AM – 5:30 PM
Wednesday: 9:00 AM – 5:30 PM
Thursday: 9:00 AM – 5:30 PM
Friday: 9:00 AM – 5:30 PM
Saturday: Closed
Sunday: Closed

Update Info

related searches: Future planning wealth management limited swindon address, Future financial planning, Future Wealth Management, Future plan reviews, Swindon advertiser, Commercial mortgage advisor Swindon
Similar places near
The Pension Review Bureau The Pension Review Bureau 22 meters
Pertemps Swindon Office and Professional Pertemps Swindon Office and Professional 86 meters Indy he nicest man in all commercial road from all the agencies
Swindon Crown and County Court Swindon Crown and County Court 319 meters a Busy Family Court.Some private meeting rooms to prepare for your court hearing befo...
Working Tax Credit Working Tax Credit 345 meters
Swindon Magistrates' Court Swindon Magistrates' Court 356 meters They dont answer any of there numbers. phone.
ESA ESA 412 meters A system designed to kill off people who are genuinely sick and disabled. DWP employe...
Swindon Youth Offending Team Swindon Youth Offending Team 423 meters
Swindon Borough Council Swindon Borough Council 456 meters I can tell you first hand this place is laughable and a waste of tax payers money. I ...
Jobcentre Plus Jobcentre Plus 482 meters The Highest chance is they do not reply at all, If you are a lucky one you have to ca...
Swindon Register Office Swindon Register Office 503 meters
Registration Of Births Deaths & Marriages Registration Of Births Deaths & Marriages 533 meters
Electoral Services Electoral Services 541 meters
Jephson Jephson 569 meters
Hays - Recruitment Swindon Hays - Recruitment Swindon 600 meters I have had wonderful support from Jess and her team at SN1. They are never overbeari...
Swindon Probation Service Swindon Probation Service 683 meters Shocking my mentaly I'll son was failed again hart breaking
Community Service Unit Community Service Unit 683 meters
Innovate UK Innovate UK 853 meters
AirFair AirFair 878 meters Excellent service polite professional on time. Will definitely use again and recommen...
Reviews
They are very patient, trustworthy and knowledgeable. I have received advice on investments, pensions and retiring, wills and trust planning over the years. I like their approach because they do not force anything or rush, or have a sales approach like I have experienced many times before with other IFAs and I feel valued. I have been with them for almost ten years and rely heavily on Sanjay and the team to make sure that I can enjoy my retirement as much as possible by managing my money well for me. The returns have been quite exceptional considering that I am very cautious and have allowed me to do much more than I thought I would have done, and more importantly never worry about money. Here is to at least another ten years of enjoying retirement with my health permitting!
9 years ago (08-07-2016)
They make me feel very relaxed, always looking after my best interests and explain things simply and clearly. Have looked after my portfolio very well for many years and I trust them completely to do the right things for me. They allow me to enjoy my retirement and not worry about money at all.
9 years ago (07-06-2016)
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 breath of fresh air and took into account my goals in life, not just how much money I had. He approached things from a way in which I was not expecting (a really good thing) and helped me realise the important things in life. One of the first things he did was explain how I could achieve my goals by being more tax efficient and as a result of some clever (I think very clever) planning, saved over £20,000 in taxes this year. A fresh approach from simply trying to suggest I invest in various things. It became clear where I sat with achieving my goals financially and, as I enjoy my lifestyle, I realised very clearly and accurately that there are simply tweaks (as he put it, not looking to reinvent the wheel!) to be carried out, which will help me have enough money to retire when I wish to and not worry about money. Without realising it at the start of our initial meeting, this was absolutely the outcome I was hoping for - although I did not know it at the time! Very pleased I decided to enquire about obtaining a second opinion, as my current (or now previous) adviser had not ever mentioned anything like this and instead earning money off my investments for doing not a lot, it now appears. I look forward to a better future in retirement, and great relationship with these guys for the long term.
8 years ago (24-08-2016)
Comment on this business

Future Planning Wealth Management Limited map

to add Future Planning Wealth Management Limited map to your website;



Copyright 2024 | All rights reserved.

You can use our top contact for adding and editing your business's contact details.
0.0035 Loaded in seconds

We use cookies

We use cookies and other tracking technologies to improve your browsing experience on our website, to show you personalized content and targeted ads, to analyze our website traffic, and to understand where our visitors are coming from. Privacy Policy