Financial advice
At Future Plan, we specialise in the next generation of financial advice and wealth management using goal-based planning software and our combined 40 years experience in helping clients set and achieve their financial goals. We will customise a plan that works for you, your family and your future.
We go further than the traditional approach of making large financial decisions in isolation of your lifelong goals. We review your options for the following services with your customised plan in mind.
Who we help
SME
We work with many SME companies providing specialist financial planning and well-being strategies for the company owners and it’s staff. We will want to understand and learn about the business; what goals it has and how best to align those with a specific financial plan for the business owners.
Individuals
What are your concerns, dreams, hopes for your life and that of your family. Is it a specific home, would you like to retire early or is your focus saving for your childrens’ education needs? We will want to know about all of these things to allow us create a financial plan that can deliver all of your goals – on time.
The benefits of this approach
Clarity
Having a plan in place gives you the clarity and security of knowing where you are headed. This allows you to enjoy today knowing that your future is in your own hands.
Transparency
We charge a fee to design your plan along with an annual charge to keep you and your investments on track. We fully disclose all fees, charges and commissions at the outset.
Maximise results
We help you maximise the benefits of your earnings and assets so that you are no longer hoping that you are making the right decisions: you know that you are.
Active guidance
It’s impossible to predict the future and financial goals and priorities can change during our lives. With the advice and support of our team, we can adjust your course when the unpredictable occurs.
How we manage your journey
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.
