Business Details
26 Years
experience
Your Trusted Financial Partner in Sheffield
At Futures Assured, we are committed to delivering professional, independent financial advice tailored to meet the unique needs of each client. Established in 2000 by Steve Bonell, our firm has grown to include 18 financial advisers and a dedicated support team, serving clients across Yorkshire, Derbyshire, Lincolnshire, and Nottinghamshire. Our mission is to simplify financial planning by providing clear, concise guidance on retirement strategies, family protection, investments, and mortgages.With over 35 years of industry experience, Steve Bonell leads our team in offering expert advice, ensuring clients receive comprehensive aftercare and access to a wide range of financial products. We pride ourselves on our team's qualifications, diverse expertise, and dedication to helping clients achieve their financial goals through personalized solutions.
Services
Retirement Planning
Family Protection
Investments & Savings
Mortgages
Pre Retirement Planning
Post Retirement Planning
Life Insurance
Critical Illness Cover
Income Protection
Buy to Let Mortgages
Details
- Year established: 2000
Highlights and features
- We have over 35 years of industry experience in financial advisory services.
- Our team of 18 qualified advisers provides independent, client-focused solutions.
- We offer comprehensive financial planning across retirement, protection, and investments.
- We serve clients across Yorkshire, Derbyshire, Lincolnshire, and Nottinghamshire.
- We provide free initial consultations to understand your specific needs.
Services
Retirement Planning
We help clients create tailored retirement strategies to ensure financial security in later life. Our advisers assess your current assets, future goals, and risk tolerance to develop sustainable income plans. With expertise in state pensions, company schemes, and private investments, we provide comprehensive guidance to maximise your retirement funds while minimising tax liabilities.
Life Insurance
Our life insurance solutions offer financial protection for your loved ones in the event of your passing. We provide term and whole-of-life policies that can cover mortgages, debts, or provide ongoing income for dependants. Our advisers help you determine appropriate coverage levels and policy structures to align with your family's long-term needs and financial circumstances.
Mortgages
We assist clients in securing competitive mortgage deals for first-time purchases, remortgaging, or buy-to-let investments. Our advisers compare products across the market to find suitable rates and terms based on your financial profile. We provide guidance on affordability, deposit requirements, and repayment options to ensure you make informed property financing decisions.
Investments & Savings
We offer investment solutions to help grow your capital through diversified portfolios tailored to your risk appetite. Our advisers recommend ISAs, unit trusts, and other vehicles to achieve medium- to long-term growth. For savers, we identify competitive cash products and structured plans that balance accessibility with returns, ensuring alignment with your financial objectives.
Income Protection
Our income protection policies provide financial security if you're unable to work due to illness or injury. We arrange monthly benefit plans that replace a portion of your income, typically up to 60% of earnings, to cover essential expenses. Policies are customised based on occupation, health history, and financial commitments to ensure appropriate coverage duration and payout levels.
People
Steve Bonell
Managing Director
With over 35 years of experience, Steve founded Futures Assured in 2000. He specialises in retirement planning and leads a team of 18 advisers. Steve ensures all clients receive expert, independent financial guidance tailored to their specific needs.
Greg Greaves
Senior Financial Adviser
Greg provides expert financial advice with a focus on mortgage solutions and investment strategies. He helps clients navigate complex financial decisions, ensuring tailored solutions that align with long-term goals and personal circumstances.
Joanne Hibberd
Senior Financial Adviser
Joanne specialises in family protection and retirement planning. She works closely with clients to create comprehensive insurance and savings strategies that safeguard financial futures while maintaining compliance with regulatory standards.
Questions
What financial services do you specialise in?
We specialise in retirement planning, family protection, investments, savings, and mortgage solutions. Our independent advisers provide tailored advice across Yorkshire and surrounding regions.
How can I schedule an appointment?
Call us at 0114 242 18 18 during business hours (Monday-Thursday 9am-5pm, Friday 9am-4pm) to arrange a virtual or in-person consultation with one of our advisers.
Do you offer free initial consultations?
Yes, we provide free initial consultations to assess your financial needs and discuss potential strategies without obligation, helping you make informed decisions about your financial future.
Are your advisers qualified?
All our financial advisers are fully qualified professionals with extensive experience in their specialist areas, ensuring you receive expert, compliant advice tailored to your circumstances.
What areas do you cover?
We serve clients across Sheffield, Yorkshire, Derbyshire, Lincolnshire, and Nottinghamshire, providing both in-person and virtual advisory services to accommodate your location and preferences.
