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

“We are nearly at the end of our mortgage application. As FIRST TIME BUYERS me and my partner had no idea where to begin or how the process works. We would like to pass on our sincere thanks to Tim for being approachable, professional and for answering all of our questions (even if we thought they were silly). He has made the process easy and always kept us informed. I cannot recommend him enough. Thanks for all your help! ”
Nadine & Lewis

“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 finalist CFP New Model Adviser Independent Financial Adivser CFP Professional of the Year

Independent Financial Advisers | Bridgend

Future Asset Management LLP are Independent Financial Advisers in Bridgend, South Wales specialising in: Investments | Pensions | Protection | Retirement Planning | Mortgages | Equity Release | 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.