Coity Castle, Bridgend
Fair, Friendly Financial Advice
Coity Castle, Bridgend

“For us, being fortunate enough to meet David has opened up possibilities and options that we did not know existed. Having his help to select options, make a plan together and then to be able to have him take care of the execution completes the cycle. The Annual Review ensures the plan always reflects our current circumstances.”
David Clegg – Managing Director, Integrated Action Ltd

“The entire team at Future Asset Management LLP are a benchmark not just within their industry, but other client serving ones for how clients should be taken care of and looked after. Every member of staff takes pride in delivering a service that goes way beyond the extra mile. Whether it is the advisors or the support staff, everyone I have dealt with instantly knows who I am and the details of my affairs. They always have my best interests at heart and I am happy and proud that Future Asset Management will be alongside me on my journey through life, ensuring it is a prosperous one.”
The Chhita Family

“David, I want to express my huge thanks and appreciation for the tremendous results you and your team have achieved for us. The exceptional and incisive advice that you offered, followed by a faultless implementation and transaction have provided us with the significant breathing space needed in which we can develop and secure our own future. I sincerely believe our journey would have been easier had we engaged you much earlier. Thank you very much.”
Jonathan Cope – Director, Whitelye Consulting Ltd

“David Wingar has taken care of both my personal and business financial requirements for over 25 years and I would totally recommend his services… David’s team in Waterton feel like part of our own team and over the years have become friends as well as first class providers of service.”
David Jones – Director, Response Engineering Ltd

Investor in People CFP New Model Adviser Independent Financial Adivser

Professional Financial Advisers | Bridgend

Future Asset Management LLP are Independent Financial Advisers in Bridgend specialising in Investments | Pensions | Protection | Retirement Planning | Mortgages | Tax Planning.

We believe in developing and sustaining long term relationships with our clients, built on integrity and trust, so that they are able to fully benefit from our services, and ensure they have the highest chance of achieving their financial goals. Whether this means creating wealth, building capital for retirement through pensions and investments, paying less tax, protecting your family against death and serious illness, or raising capital, we are here to help in every aspect of your financial planning.

We pride ourselves on offering a professional but friendly and personable service, so please feel free to contact us for an initial consultation without obligation.

*Authorised and regulated by the Financial Conduct Authority (FCA). The Financial Conduct Authority does not regulate tax advice.