Future Planning Wealth Management

At Future Planning, we're a team of expert financial planners and mortgage advisors dedicated to helping individuals and businesses achieve their financial goals. With offices in Wiltshire, we serve clients across the UK and overseas.

Our Expertise

As independent financial planners and mortgage advisors, we offer a wide range of services designed to help you make the most of your financial situation. Whether you're looking to plan for retirement, invest in your business, or simply want to feel more confident about your financial future, we're here to guide you every step of the way.

Financial Planning

Our financial planning services are tailored to your unique needs and goals. We'll work with you to identify your objectives, assess your financial situation, and develop a personalized plan to help you achieve your goals. From retirement planning to estate planning, we'll help you make informed decisions about your financial future.

Mortgages

Whether you're a first-time buyer, looking to remortgage, or in need of a commercial mortgage, we've got access to a wide range of mortgage products from across the market. Our expert mortgage advisors will help you find the best deal for your financial situation.

Meet the Team

Our team of financial experts is dedicated to providing you with the best possible service. With years of experience and a passion for helping individuals and businesses achieve their financial goals, we're committed to delivering exceptional results.

Sanjay, Independent Financial Planner & Managing Director

I specialise in detailed planning to help clients understand how much money they need in life; whether they are on track, and what they need to do to stay on track.

Anil, Independent Financial Planner

I most enjoy being able to show my clients whether they're on course to retire at their desired age with their desired lifestyle. If not, I can provide expert solutions to help them to get where they want to be.

Sian, Independent Mortgage Adviser

I have helped clients to achieve mortgage success since 2014. As a fully qualified whole-of-market adviser, I can access great mortgage rates from across the market, so you know you will receive the best deal.

Ana, Head of Strategy

I work closely with our MD to improve processes as well as implementing long-term policies to ensure they fall in line with our expansion plans.

Edi, Business Administrator

I greet clients, chase up information, and make everyone's life easier.

Why Choose Us?

At Future Planning, we pride ourselves on our professional connections, expertise, and commitment to providing exceptional service. We understand that everyone's financial situation is unique, and we're dedicated to helping you achieve your goals.

Start Your Plan Now

Ready to take control of your financial future? Contact us today to schedule an appointment and start planning for the future you want.