About FuturePath Financial Planning Limited

We're focused on giving you the clarity, confidence and control you need to achieve the FuturePath you want for you and your family - whatever life throws at you. We're friendly, approachable, and always put you first.
Working with a financial planner is a big decision. You need to build a long-term relationship with someone who understands your situation, empowers you with confidence to make big life decisions – and who you can trust to always put your needs first. Before becoming a financial planner, I was (and still am!) a Chartered Accountant, and worked in global “Big 4” professional services for over 20 years. I’m also a mum of two young daughters, so I completely understand the challenges of balancing a demanding career with family life, and the daily juggle that involves. The emotional drain of the constant “to-do” list, and the nagging feeling that you need to think about your financial future – if only you had the time or headspace.I also know the power gained from knowing that you have the financial security to do something else with your life. And the peace of mind created by knowing that your finances are under control, and you can cope with whatever life throws at you.I’m here to help you manage the competing demands on your life. I will help to lighten the load by providing clarity and reassurance on your financial future – so that you can focus on what really matters to you.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

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