Business Details
Your Trusted Partner for Financial Planning Solutions
Financial Future Associates is a partnership with over 50 years combined experience in financial services. We offer a professional and friendly service covering all aspects of personal financial planning. Our approach prioritises understanding client needs through dedicated time spent building trusting relationships. We provide independent, unbiased advice tailored to individual circumstances, ensuring clients maintain control over their financial future. Our services are accessible through home or workplace visits, catering to both individual and business clients.Many clients come via recommendations from existing clients and professionals like solicitors and accountants. We specialise in retirement planning, investments, and protection planning while maintaining FCA regulation compliance. Our commitment to client-centric service has earned strong recommendations from satisfied clients across various life stages.
Services
Retirement Planning
Investment Planning
Protection Planning
Tax Planning
Mortgage Advice
Highlights and features
- We have over 50 years combined experience in financial services
- Our independent advice prioritises your best interests at all times
- We offer home or workplace visits for greater accessibility
- 85% of our clients come through professional recommendations
- We maintain FCA authorisation for regulatory compliance
Associations and certifications
- Financial Conduct Authority
What people say
Very professional
Excellent expert advice
Trustworthy advice
Strong recommendation
Best of both worlds
Services
Retirement Planning
We help clients build and manage retirement funds while navigating complex pension options. Our specialists create tailored strategies to ensure financial security during retirement years. Services include pension consolidation, income planning, and tax-efficient withdrawal strategies.
Investment Planning
Our investment planning service identifies optimal market opportunities for short and long-term growth. We research tax-efficient solutions and monitor portfolios to maximise returns. The service includes risk assessment and diversified investment strategies.
Protection Planning
We develop contingency plans to safeguard clients' lifestyles against unexpected events. This includes life insurance, critical illness cover, and income protection policies. Our approach ensures financial security for families and dependants.
Tax Planning
Our tax planning service minimises tax liabilities while maximising estate value. We provide strategies for inheritance tax reduction and tax-efficient investments. Services consider changing legislation and individual circumstances.
Mortgage Advice
We simplify mortgage selection from over 3,000 available products. Our service includes remortgaging strategies and first-time buyer guidance. We help clients secure competitive rates while considering long-term financial implications.
People
Ian Primmer
Financial Adviser
With extensive experience in financial services, Ian provides expert guidance on retirement planning and investment strategies. He specialises in creating tailored financial solutions while maintaining clear communication with clients.
Richard James
Financial Adviser
Richard offers specialist advice on protection planning and mortgage solutions. His approach combines technical expertise with accessible communication to help clients achieve financial security.
Questions
What financial planning services do you offer?
We provide retirement planning, investment strategies, protection solutions, mortgage advice, and tax planning tailored to individual circumstances.
Are you regulated by financial authorities?
Yes, we're an appointed representative of The On-Line Partnership Limited, authorised and regulated by the Financial Conduct Authority (FRN 192638).
How do you charge for your services?
Our fee structure varies by service type - some services receive commission from providers while others use fixed fees. We'll explain all charges clearly before starting work.
Can you help with business financial planning?
Yes, we offer corporate financial planning including pension strategies, business protection, and commercial insurance solutions working alongside your existing advisers.
Do you offer home visits?
Yes, we provide home or workplace visits for greater accessibility, allowing us to better understand your personal circumstances.
