Buying your dream home
Buying a home is one of the biggest decisions you will make. That is why it’s so important to consider this purchase against your long-term goals. Have you considered your long-term goals? Decisions you make now could impact you for many years to come.
We have extensive experience of supporting people throughout the entire home buying process and we can guide you every step of the way and give you some tips to make the process run as smoothly as possible for you.
We will show you how your mortgage will interact with your overall financial plan, ensuring that your budget allows you reach all of your lifetime goals. We will also prepare your application to the lender and liaise with all relevant parties on your behalf.
Future Plan will guide you through the process, providing reporting and ongoing advice
What we do
We go one step further than the traditional approach by looking at your lifelong needs and circumstances to creating your financial plan.
Our service also includes:
- Placing your mortgage application with a lender
- Digital Mortgage portal to allow you upload your application and check the status of your application.
- Liasing with your solicitor
- Advising you on your life cover needs
Who we help
- First-time buyers
Let our experts guide you through mortgage options and other associated costs. - Relocation
Let us take away some of the stress. We can provide you with a list of associated fees such as valuations, solicitors and structural surveys. - Switching
Lenders rates change frequently and we can assess the market to determine if there are savings to be made. - Buy-to-let
Whether you are a landlord starting out or already have a property portfolio let our experts advise you on your next move.
Why choose us?
How we manage your journey
Digital Mortgage Journey
We have an app-based solution where we can collaborate with you and send each other all the necessary documents, securely. It allows you to safely store your valuable documents, alongside our correspondence in a secure manner. You can also check the status of your mortgage application in real time!
Expert advice
We don’t just want to just sell you a mortgage, we want to build your lifetime plan and illustrate how your mortgage interacts with this.
Future proofed
We agree a schedule at the outset to review your plan on an ongoing basis, to future proof your plan.
We will get to know you and your goals, taking into account your income, expenses and assets. We then design a plan to enable you to reach your lifetime goals, while ensuring you are suitably protected.
Having designed your financial plan, we will set out recommend solutions to achieve your goals. These will be detailed in a document outlining why they are suitable solutions for you.
Like most things in life, plans can change. We believe that it is vital that we keep in regular contact with you to ensure that you are always moving in the right direction. We continue to support you throughout your life.
I have availed of Andrew’s services in a number of capacities over recent years and have developed great faith and trust in him. Andrew has successfully completed applications for finance for me on multiple occasions both professionally and personally; all applications were very well prepared and approved without stress or time-consuming queries and at very competitive rates of interest. He also looks after my pension interests and I have found him to be impartial, open, honest and very knowledgeable in this regard. Andrews broad range of knowledge spreading from finance, through pensions and accounting has been an invaluable asset to me both professionally and personally and I would have no concerns in recommending him to anyone for financial services.
Andrew has advised me many times in the past. His advice is always holistic and with my future plans in mind. Not only does he account for the detail, obviously being an Accountant, but also with an eye to the impact that the particular results will have on different parties. Most recently he assisted in reviewing and completing a funding proposal for the bank which, because it was so well analysed and presented, it was accepted with only a couple of simple questions.
I have no hesitation in recommending Andrew in any capacity as he has never let me down and is an absolute professional with a fantastic eye for overall impacts on ones future financial planning goals ad objectives.
From our initial consultation which focused on my current situation, my attitude to risk and what I wanted to achieve we have established a roadmap for my pension plan. Future Plan’s industry knowledge allied to his client-focused approach has allowed us to develop a solution for me which we will continue to refine into the future at scheduled intervals.
I was having an issue with an existing pension and it was resulting in little or no luck getting resolved. Future Plan took care of the entire process for me while also reviewing my pension model and worked out the best package to suit my personal needs. I would highly recommend Mark and his company to anyone looking to have their pension really work for them along with other financial models which I also availed of with their help.
