HOW WE ADD VALUE

At Financial Future we follow a carefully designed financial planning process so that you know exactly what is happening at each stage of its six steps.

GETTING TO KNOW YOU

  • Understand your objectives in working with us, how you would like to be advised and looked after.
  • Understanding of your objectives and broadly where you are now.
  • Explaining how we could help you meet your objectives and work with you.
  • Explaining what we do and how we get paid.
  • Agreeing on an informed basis if we can work together to mutual value.

DETAILED ANALYSIS

  • An in depth understanding of your objectives, hopes, concerns, attitude to risk etc.
  • We collate all the relevant information of your existing affairs to be able to do a detailed assessment of your current financial position, policies and investments.

RESEARCH AND REPORT

Construct a report that summarises your current position, objectives, any shortfalls between the two and some strategies for consideration in bridging any gaps, which may include a review of:

 

  •  Existing investments
  •  Existing income & capital protection arrangements
  •  Inheritance tax arrangements
  •  Retirement / pension plans
  •  Wills and trust arrangements
  •  Mortgages and loans

STRATEGY MEETING

  • We then discuss the options with you, explain the rationale for our recommendations and agree the best strategy, that sits comfortably with you to achieve your objectives.
  • In doing this we answer all your queries and help you make an informed decision.
  • We then prioritise the actions to be taken.

IMPLEMENTATION

  • Having agreed the strategy  we  can  then  make specific recommendations as to how this strategy can be best implemented.
  • We assist with the completion of all the relevant documentation, including submitting the paperwork to the companies concerned.

ONGOING SERVICE

  • We will agree an ongoing service with you to suit your needs and help you stay on track with your agreed objectives.
  • Inform you of any changes that may impact your plans.

Trusts, Will Writing and Inheritance Tax Planning advice are not regulated by the Financial Conduct Authority.

Financial Future Associates LLP is an appointed representative of In Partnership the trading name of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority

Our Branches

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28 Pinewood Road

Highcliffe

Dorset

BH23 5PJ

 

Tel: 01425 629620

e-mail: ianprimmer@financialfuture.co.uk

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2a Tower Close

Liphook

Hants

GU30 7AS

 

Tel: 01428 724859

e-mail: richardjames@financialfuture.co.uk

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