Future Planning

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Future Planning We are 5* rated IFAs & specialise in pensions, mortgages, investments, and business and tax planning

With over 50 years' combined experience, we are proud to be independent financial advisers and money experts in helping people make the correct decisions, the first time. Whether you are employed, self-employed or a company director we can help you to become financially independent and then maintain this, together with tax planning and investment options. We also have qualified independent mortgage advisers to assist with all needs including residential and commercial lending, buy-to-lets and adverse credit. We offer a wide range of services and being independent means we have no ties to providers, allowing us to focus on only doing the best for our clients, as we are passionate about making people better off by adding value.

You’ve no doubt heard many of Queen’s greatest hits countless times.You might have danced to ‘Don’t Stop Me Now’ at wedd...
16/10/2026

You’ve no doubt heard many of Queen’s greatest hits countless times.

You might have danced to ‘Don’t Stop Me Now’ at weddings, sung along to ‘Bohemian Rhapsody’ in the car, or stomped your feet to ‘We Will Rock You’.

What you probably didn’t realise is that you were absorbing some poignant lessons about how to approach your finances.

Read our latest guide, linked below, to discover how Queen's most famous lyrics could inspire you to create "a kind of magic" by helping you take control of your money.

https://futureplanningwm.co.uk/guide-5-financial-lessons-to-learn-from-queen-lyrics/

4 reasons why making mobility a priority during retirement could bring significant long-term benefits:1. Protect your in...
15/10/2026

4 reasons why making mobility a priority during retirement could bring significant long-term benefits:

1. Protect your independence
2. Reduce daily “niggles” and joint discomfort
3. Improve balance and prevent falls
4. Keep up with the activities you enjoy

Read our blog, linked below, to find out more.

https://futureplanningwm.co.uk/4-reasons-to-focus-on-mobility-in-retirement/

Are you thinking about selling your home?According to Zoopla, homes in half of UK local authorities are taking longer to...
09/10/2026

Are you thinking about selling your home?

According to Zoopla, homes in half of UK local authorities are taking longer to find a buyer than they did last year.

In a slower market, pricing your property accurately could be especially important.

Looking at comparable local sales, current competition, and the features that may appeal most to buyers in your area could help you arrive at a more realistic asking price.

Read our latest blog, linked below, to learn how to value your home in a difficult market for sellers.

https://futureplanningwm.co.uk/how-to-accurately-value-your-home-in-a-difficult-market-for-sellers/

4 steps to take before your child can access their JISA:1. Talk to them about the goals you had when setting it up2. Lis...
08/10/2026

4 steps to take before your child can access their JISA:

1. Talk to them about the goals you had when setting it up
2. Listen to how they might want to use the money - and plan together
3. Consider a gradual approach to handing over control
4. Demonstrate the value of leaving their JISA untouched

Read our blog, linked below, to learn more.

https://futureplanningwm.co.uk/4-steps-to-take-before-your-child-can-access-their-jisa/

3 psychological reasons you might prefer cash to investments:1. Market movements can make investing feel uncertain2. The...
06/10/2026

3 psychological reasons you might prefer cash to investments:

1. Market movements can make investing feel uncertain
2. The fear of losing money could mean you favour cash
3. Cash is tangible, which may make it feel safer

Read our blog, linked below, to learn more about why cash might feel safer, and the potential impact of overlooking investing.

https://futureplanningwm.co.uk/the-psychology-behind-favouring-cash-instead-of-investing/

Do you want to help fund your child or grandchild’s education?From school fees to university costs, planning ahead could...
02/10/2026

Do you want to help fund your child or grandchild’s education?

From school fees to university costs, planning ahead could give your loved ones more choice and confidence when important expenses arise.

Our guide explores the costs you may need to consider, why starting early can help, and how parents and grandparents could build a nest egg in a way that supports their wider financial plan.

Download your copy, linked below, to learn how you can best support your loved ones.

https://futureplanningwm.co.uk/resources/guides/

What are you planning to do after you exit your business?Entrepreneurs often find that their personal goals and finances...
01/10/2026

What are you planning to do after you exit your business?

Entrepreneurs often find that their personal goals and finances become entwined with those of the business.

So, once you exit the business, it might feel like starting over from scratch.

Making what comes next part of your exit strategy could make the transition easier and allow the business decisions you make to support your lifestyle goals.

Read our blog, linked below, to discover why selling your business isn't the finish line and how to prepare for what comes after.

https://futureplanningwm.co.uk/business-owners-selling-your-business-isnt-the-finish-line/

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89 Commercial Road
Swindon
WILTSHIRESN15PD

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Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5pm
Saturday 9am - 3:30pm

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