Welcome to our website. As Independent Financial Advisers we have over twenty years experience providing advice on investments, retirement planning, the financial protection of your family or your business and purchasing property. We specialise in Long Term Care and Equity Release. We are able to source products and funds from the whole of the market and build long lasting professional, trusted relationships with clients ensuring that we treat our customers fairly.
We're motivated to help you with your short, medium and long-term goals and can assist you in creating a financial strategy that will work for you and your family.
Please browse the site to see how we can help you, and please feel free to use the feedback form to get in touch or phone 01243 776774.
We at Futura Independent Financial Advisers have 25+ years of experience. We do not have any commitments to banks, fund managers or insurance companies therefore we act solely on behalf of our customers. This means that we can offer our clients the best advice based on the current market positioning and because we are directly regulated by the Financial Conduct Authority (660328) our customers can feel that they are in safe hands.
We adopt a policy of treating all of our customers fairly and it is important to us to carefully assess individual needs. Only after speaking or meeting with our customers and reviewing their circumstances will we give a recommendation of products and services that match their Investment, Retirement Planning, Insurance, Mortgage or any other financial requirement.
Keeping 'up to date' with current financial matters is something we continually strive to do and we will take every step necessary to ensure the smooth progression of your financial goals.
We offer a free initial consultation to our customers so that we and the customers are confident that the services we provide will add value and the advice we give will benefit our clients.
We are here to help you realise your ambitions when it comes to financial matters and make your money work for you. We can also help clarify the confusing terminology and huge range of products available to you. Our range of advisory services includes:
Investing your money wisely
Protection and insurance
Medium to long term savings
Retirement planning advice
Inheritance tax planning*
Finding you a mortgage to fit your needs
Long Term Care
Pensions Including Auto Enrolment Work Place Pensions
As independent financial advisers we are not tied to any particular provider and can advise you on products from the whole financial market. That means we'll provide the most suitable solutions for your individual needs and circumstances.
We use modern technology to help streamline our business, meaning you get information more quickly than ever before as we use True Potential as our back office provider, and each client has their own individual client site https://clientsite.tpinside.com
There are currently no reviews for this company
All fields are required. Your review will appear immediately.
Monday to Friday: 10:30am - 6:30pm
Saturday to Sunday: Closed