Reviews of Future Planning - Independent Financial Planners & Mortgage Advisors. (Financial Consultant) in Swindon (Wiltshire).
Future Planning - Independent Financial Planners & Mortgage Advisors
Future Planning, 54 Devizes Rd, Swindon SN1 4BG, United Kingdom
Description
Information of Future Planning - Independent Financial Planners & Mortgage Advisors, Financial Consultant in Swindon (Wiltshire)
On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.
This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.
Map
Open hours of Future Planning - Independent Financial Planners & Mortgage Advisors
Sunday
Closed
Monday
8:30am–5:30pm
Tuesday
8:30am–5:30pm
Wednesday
8:30am–5:30pm
Thursday
8:30am–5:30pm
Friday
8:30am–5:30pm
Saturday
Closed
Reviews of Future Planning - Independent Financial Planners & Mortgage Advisors
G. P.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!
A. S.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.
P. B.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.
J. C.Trustworthy advisers, friendly and knowledgeable. Take into account my disabilities and always make time for me.
b. b.Contact
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