Registered office: Number Three, Waterton Park, Bridgend, CF31 3PH Tel: 0845 458 1426 Registered No: OC309979
Authorised and regulated by the Financial Services Authority
Future Asset Management LLP - Services
Services
FAM LLP specialises in offering financial planning services to high net worth
individuals from young professionals to the retired.
Our step by step procedure
Ongoing Assistance and Annual Reviews
Personal
Family
Commercial
Female advisers
Our clients include:
- professionals and entrepreneurs
- business owners
- partnerships and directors
- individuals and families planning for financial independence
We would be pleased to invite you to our conveniently located offices at Waterton Park, Bridgend, and, for those clients who have difficulty, we would be happy to arrange a home visit.
Our step by step procedure
Our clients benefit from FAM LLP's 'whole-case scenario' approach to financial planning.
This means we carry out a full analysis of your current situation and help you identify goals and aspirations. Only then, will we devise a ‘financial master plan’.
STEP ONE - The Financial Review
This is what we call our fact-finding mission.
- We will provide you with our Financial Review Document and ask you to complete it
as far as you can -
you can either send it to us or bring it with you to your exploratory meeting - You will then have a meeting with one of our advisers to discuss your financial objectives
STEP TWO - Presentation of a Financial Plan
Once we have all the information we need, we devise a master plan that will work your money and investments the hardest.
We will devise a strategy that will help you achieve financial independence whilst providing financial security en route.
STEP THREE - Implementation
This is when we carry out the recommendations agreed with you.
Option for Ongoing Assistance and Annual Reviews
Many of our clients choose this option once their financial plan is implemented allowing us to keep an eye on their financial affairs.
This service suits those who would prefer us to look after their interests on a longer term basis.
Personal
Here are some of the personal financial services we can help you with:
- Personal Portfolio Management
- Tax Planning and Financial Services
- Debt Counselling *
- Mortgage Services*
- Private Medical and Permanent Health Insurance
- Personal Financial Planning
- Tax Efficient Savings Plans (e.g. ISAs)
- Lump Sum Benefits at times of Serious Illness
- Personal Pensions
*Think carefully before securing other debts against your home, as it may be repossessed if you do not keep up repayments on your mortgage. There may be a fee for mortgage advice. The precise amount will depend upon your circumstances but we will be happy to provide an estimate.
Family
Here are some of the services we offer for families:
- Retirement Planning Service
- Inheritance Tax Planning
- Plans for Long Term Savings
- Life Assurance for the Family
- Lifetime Mortgage -
to understand the features and risks, ask for a personalised illustration
If you have a business to consider, then here are some financial services we can assist with:
- Corporate Financial Planning
- Commercial Loans
- Business Assurance
- Offshore Financial Services
- Company Pensions
We fully understand if a client would prefer to deal with a female colleague.
Our female advisers will be happy to meet you and deal with your case on an ongoing basis.
And finally...
All our procedures, fee arrangements and FSA regulations are explained at every stage and we are happy to devise payment options to suit your requirements.
Tax advice, overseas property and some forms of buy-
Welcome to your future