Future Planning

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 mortgag

e 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.

Life doesn't always stick to your retirement plan.If you're considering stepping back from work sooner, it's important t...
02/06/2026

Life doesn't always stick to your retirement plan.

If you're considering stepping back from work sooner, it's important to understand the potential financial impact and how to manage it.

Read our latest guide, linked below, to discover 5 essential steps to plan for a pension shortfall if you want to retire early.

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

6 epic UK walks to take on in 2026:1. Cape Wrath Trail, Scotland2. The Pennine Way, England3. Hadrian’s Wall Path, Engla...
29/05/2026

6 epic UK walks to take on in 2026:

1. Cape Wrath Trail, Scotland
2. The Pennine Way, England
3. Hadrian’s Wall Path, England
4. Rhossili Headland, Gower, Wales
5. Causeway Coast, Northern Ireland
6. Buttermere Circuit, Lake District, England

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

https://futureplanningwm.co.uk/6-epic-uk-walks-to-take-on-in-2026/

Research suggests that many small business owners and self-employed workers aren't prioritising their retirement and cou...
26/05/2026

Research suggests that many small business owners and self-employed workers aren't prioritising their retirement and could face uncertainty later in life as a result.

However, opening a pension could benefit both you and your business.

Read our blog, linked below, to discover how you can plan for retirement as a small business owner.

https://futureplanningwm.co.uk/how-to-plan-for-retirement-as-a-small-business-owner/

Has the conflict in the Middle East affected the value of your investments?The Middle East is a large exporter of oil, a...
21/05/2026

Has the conflict in the Middle East affected the value of your investments?

The Middle East is a large exporter of oil, and the war has resulted in prices rising, which is likely to affect businesses and consumers around the world.

In addition, the Strait of Hormuz, an important waterway for trade, has been affected by the conflict, which may harm international supply chains.

If you have questions about your investment portfolio and how the current situation might affect you, we're here to help.

Get in touch or read our blog, linked below, to learn how markets have reacted to similar volatility in the past.

https://futureplanningwm.co.uk/what-past-market-volatility-has-taught-us-about-investor-behaviour/

Getting the most out of your retirement and reaching your goals requires careful planning.But as we all know, life doesn...
19/05/2026

Getting the most out of your retirement and reaching your goals requires careful planning.

But as we all know, life doesn't always go to plan.

Our latest guide could help you avoid a pension shortfall if you want to retire early. Click the link below to find out more.

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

As the weather improves, you might be looking to spend more time outdoors to enjoy nature.Heading out on a walk could be...
15/05/2026

As the weather improves, you might be looking to spend more time outdoors to enjoy nature.

Heading out on a walk could be a great way to enjoy the sunshine while also improving your health.

If you fancy a challenge, spectacular scenery, or simply a nice day out, click the link below to discover 6 epic walks across the UK you could try this year.

https://futureplanningwm.co.uk/6-epic-uk-walks-to-take-on-in-2026/

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