About us

Background

Future Asset Management LLP was established to provide a transparent, fee-based advisory service which offers a comprehensive financial planning service, tailored to a client’s specific needs. Whether personal or corporate, our aim is to provide clients with the most suitable planning service to help them achieve their financial goals.

The firm was established by an experienced IFA and two administrators, with many years experience in organisational skills, customer service and compliance oversight. The combined skill set enabled the partners to work harmoniously together to ensure a first-rate service is offered.

Our accessible and modern location at Waterton Park in Bridgend ensures that we can offer clients a high standard of financial planning services in a professional, welcoming and client-friendly environment.

We pride ourselves on our team of highly qualified advisers and administration staff who are dedicated to providing the best level of customer service to ensure client satisfaction at all times. We consistently offer clients the full benefit of our expertise and long-standing experience within the advice industry and have built up a good reputation as highlighted by continued client referrals.

We are committed to providing a high-quality service based on:

• high levels of due diligence
• assured compliance and complete client confidentiality
• best business practice and dedicated administrative support.

Firm Culture

We recognise the importance of the principles of best practice and trust in our staff regarding people management, and how this directly impacts upon positive client experiences in a highly regulated industry. Client testimonials endorse this approach.

We have created a culture where emphasis is applied to staff learning, personal development and staff contribution, along with high standards of qualification and well-established practices that are linked to our business objectives. A work/life balance is always part of our strategy as we recognise that flexibility is important where people have personal commitments.

All this demonstrates that we have built a solid foundation of a good practice and shared values culture. Our ongoing investment in staff has previously been reflected in an Investors in People accreditation.

Mission Statement

Future Asset Management LLP is recognised as a reputable financial planning firm in South Wales and has always maintained its main business objective, which is, “To provide a comprehensive Financial Planning Service to personal and corporate clients. We endeavour to provide a high level of due diligence regarding compliance, confidentiality and best business practice. We always pay due regard to the interests of our clients by treating them fairly and embed the processes of putting clients’ interests at the heart of the business. We will not consider offering any financial advice or product that we would not use ourselves.”