Business Details
16 Years
experience
Your Trusted Financial Planning Partner in Swindon
Established in 2010, Future Planning was founded to deliver a more personalized and higher quality service compared to high street banks and national chains. Based in Swindon, we serve clients across the UK and overseas, offering tailored financial planning and mortgage advisory services. Our approach focuses on understanding clients' unique circumstances and long-term goals to create bespoke financial strategies.As an independent firm authorized by the Financial Conduct Authority, we prioritize client interests through transparent fee structures and holistic financial solutions. Our team combines technical expertise with a commitment to building lasting relationships, ensuring clients achieve financial confidence and security throughout their lives.
Services
Financial Planning
Mortgage Advisers
Retirement Planning
Wealth Management
Independent Advice
Details
- Year established: 2010
Highlights and features
- We are independent financial planners with no ties to specific providers
- We combine financial advice with long-term planning tailored to your life goals
- Our clients value our transparent fee structures and personalized service
- We offer ongoing support through all stages of your financial journey
- Our team maintains five-star Trustpilot ratings for client satisfaction
Associations and certifications
- Financial Conduct Authority
What people say
Relief of being able to leave financial plans in capable hands
Best mortgage solution
Confidence and peace of mind
Approachable team
Friendly and knowledgeable team
Services
Financial Planning
Our financial planning service creates personalized strategies to help clients achieve long-term financial security. We analyze your current financial situation, future goals, and risk tolerance to develop comprehensive plans covering retirement, investment management, and tax efficiency. With ongoing reviews and adjustments, we ensure your financial strategy evolves alongside your life circumstances and market conditions.
Mortgage Advisers
As independent mortgage advisers, we access the entire market to find optimal mortgage solutions for diverse client needs. Our service covers first-time buyers, remortgaging, commercial mortgages, and specialist cases including adverse credit or self-employment. We handle all paperwork and provide expert guidance through the entire mortgage process, from initial application to completion.
Retirement Planning
Our retirement planning service helps clients prepare for financial independence in their later years. We assess current pension provisions, develop tax-efficient withdrawal strategies, and create sustainable income plans. By considering inheritance goals and long-term care requirements, we ensure clients can enjoy retirement with complete financial confidence and security.
Wealth Management
Wealth management services focus on growing and preserving client assets through strategic investment planning. We create diversified portfolios aligned with risk profiles and financial objectives, while optimizing tax efficiency through ISAs and other vehicles. Our approach combines market expertise with regular portfolio reviews to maintain alignment with evolving client needs.
Independent Advice
As independent financial advisers, we provide unbiased recommendations without product provider restrictions. Our advice covers all financial aspects including life transitions, business ownership, and inheritance tax planning. By maintaining complete independence, we ensure every recommendation prioritizes client interests through transparent, conflict-free financial solutions.
People
Sanjay
Founder
Sanjay specializes in detailed financial planning to help clients make better decisions, save tax, and improve their lifestyle. With extensive industry experience, he focuses on removing money worries through comprehensive financial strategies tailored to individual needs.
Sian
Independent Mortgage Adviser
Sian has been helping clients achieve mortgage success since 2014. As a fully qualified whole-of-market adviser, she accesses competitive mortgage rates across the market to secure the best deals for clients' specific circumstances.
Tyrone
Client Services Officer
Tyrone brings a decade of financial services experience from major building societies. He specializes in account servicing and resolving complex client queries, providing expert support through daily client interactions and technical problem-solving.
Jess
Technical Paraplanner
Jess has five years' experience in financial services, managing client communications, meeting preparations, and provider liaisons. She maintains back-office records and supports advisers with daily operations while ensuring compliance with technical requirements.
Samantha
Paraplanner
Samantha has nearly 20 years' experience in financial services, specializing in compliance and technical processes. She manages post-meeting actions, investment transactions, and system updates while maintaining rigorous attention to regulatory standards.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering retirement, wealth management, mortgage solutions, inheritance tax planning, and business exit strategies tailored to individual circumstances.
Are you independent financial advisers?
Yes, we are completely independent and not tied to any specific financial providers, ensuring our advice focuses solely on your best interests.
How do your mortgage advisory services work?
We access the entire mortgage market to find optimal solutions, handling all paperwork and providing expert guidance through the complete mortgage process.
What areas do you serve?
Based in Swindon, we support clients throughout the UK and overseas, providing financial and mortgage advisory services remotely and in-person.
How are your fees structured?
We offer transparent fixed fees agreed upfront, with no hidden charges or surprises, ensuring complete cost clarity for all our financial services.
Do you have Trustpilot reviews?
Yes, we maintain five-star Trustpilot ratings reflecting our commitment to client satisfaction and high-quality financial advisory services.
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