Plan for the unexpected
The best laid plans can unravel quite quickly in the event of an illness, disability or death. We will run ‘what if’ scenarios to provide guidance around how best to protect you and your family should the unpredictable happen. Remember, our incomes are our biggest asset, which needs to be protected.
Future Plan will guide you through the process, providing reporting and ongoing advice
What we do
We provide options whether you need income protection or critical illness cover to help you plan for those unexpected bumps in the road. With Income Protection you can have a regular taxable income while you are unable to work or with Serious Illness cover you get a tax free lump sum if diagnosed with a serious illness.
Who we help
At the cornerstone of your customised financial plan is a suitable level of protection to ensure that your goals and you and your families needs can still be met if something goes wrong with your health affecting your life or ability to work. This gives you peace of mind and the freedom to use your surplus income to work hard for you.
Why choose us?
Access in your pocket
We use an 'online filing cabinet' app to ensure important information reaches us as quickly and securely as possible. Protected by ultra-secure, state-of-the-art technology, all your documents are available to you, wherever you are.
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.
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.
