About Future Planning

Independent financial planners & mortgage advisers helping online and in-person- 5 star rated with Trustpilot & VouchedFor- Wiltshire Business Awards finalists- A 'UK's Top Rated Adviser' since 2013- Regularly appearing on national publications
Future Planning helps people make smarter financial decisions. Great client outcomes are at the heart of everything we do.We utilise the latest technology to work with clients in person and remotely, providing a safe pair of hands and reassurance to secure your future. Our head office is located in the heart of Old Town and our opening hours are Mon-Thu 9-5.30pm, Fri 9-5pm and Sat 9-1pm.We tell our clients the truth about their money and help them understand whether they are on track to achieve their goals. Being independent means that we only work on your behalf. We are passionate about delivering excellent advice and seeing every client we work with lead a more fulfilling life.
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

  • Expatriate finances:
  • EEA
  • Rest of world

  • Business:
  • Commercial mortgages
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group risk
  • Group critical illness
  • Group private medical insurance
  • Group protection
  • Group ISA

  • :
  • Long term care

  • :
  • Sharia finance

  • :
  • Stockbroking services

  • Mortgages:
  • Bad credit
  • Mortgage protection
  • Buy my next home
  • First time buyers
  • Buy to let
  • Remortgage
  • Equity release
  • Right to buy
  • High loan to value
  • Commercial for individuals
  • Overseas
  • Self employed
  • Self build
  • Flexible

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