Independent Financial Advisers in Bridgend

Future Asset Management LLP are Independent Financial Advisers in Bridgend, South Wales specialising in Investments, Pensions, Protection, Retirement Planning, Mortgages, Equity Release and 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 fair, friendly financial advice, so please feel free to contact us for an initial consultation without obligation.

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.

Our services


The pension services we offer includes planning for retirement, reviewing your current pension provisions to ensure they are suitable and implementing new solutions if required.

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Our investment services are comprehensive where we research, review, recommend and monitor the most appropriate investments tailored to your specific needs.

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Whether buying for the first time, buying to let or simply looking for a better mortgage arrangement – our qualified mortgage advisers will ensure the process is as smooth and as stress-fee as possible.

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Equity Release

We can help release you equity that you may have in your home in order to meet your short and long term financial needs.

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Inheritance Tax Planning

If you would like to ensure your estate is left to your beneficiaries with the lowest potential tax liability – We can help plan to make sure this happens. We can also put you in touch with Will writing experts.

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Retirement Planning

We can be there to assist you with all aspects of the retirement process – From what income you could take to what age you want to retire.

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Suitable financial protection should be in place to protect you, your family and your debts. We will raise awareness of the importance of protection against unexpected life events.

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What our clients say

  • "Fantastic service and Tim really went out of his way putting in lots of effort to get us the best deal possible. We are really grateful for his work."
    Mr J, Neath
  • "I feel confident that my money is now being managed with best intentions and that all my investments are tailored to my requirements."
    Anonymous, Vouchedfor
  • "Tim had been very helpful, professional, and speedy. We are very happy with our experience."
    Mrs M, Bridgend
  • "Graham was very helpful in what I wanted to achieve, advised on the best options for growing and managing both pension and investments."
    Anonymous, Vouchedfor

Contact us today