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Future Asset Management LLP
       
 
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Additional information
 
Future Asset Management LLP
 
 
Overview: 

Future Asset Management LLP was established in December 2004 to provide a transparent fee-based advisory business which offers a comprehensive financial planning service, tailored to a client’s specific needs. Whether personal or corporate, our aim is to provide you with a high level of planning to help you achieve your financial goals and objectives.

Our prestigious location at Waterton Park in Bridgend ensures that we are able to offer clients a high standard of financial planning services in a professional, welcoming and client-friendly environment.

We pride ourselves on our team of highly qualified advisers and administration staff who are dedicated to providing the best level of customer service to ensure client satisfaction at all times, which is highlighted by our constant business growth through good quality client referrals

Our Personal Services

Here are some of the services we can help you with in relation to your personal financial planning:
Retirement Planning
Investment Portfolio Management
Tax Efficient Savings Plans (e.g. ISAs)
Lump Sum Benefits at times of Serious Illness
Private Medical Insurance and Permanent Health Insurance
Inheritance Tax Planning¹
Long Term Savings
Life Assurance for Family Security
Income Protection against Illness or Accident
Long Term Care advice
Mortgage Services ² ⁴
Lifetime Mortgage / Equity Release - to understand the features and risks involved, please ask us for a personalised illustration ³ ⁴

Our Corporate Services

If you have a business to consider, then here are some financial services we can assist you with:
Corporate Financial Planning
Commercial Loans ¹
Business Protection and Succession Planning
Tax efficient Life insurance for Directors (Relevant Life)
Offshore Financial Services ¹
Company Pensions / Automatic Enrolment
Exit Strategy Planning
History:  Founded in December 2004.


 
 
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