Margam Park
Margam Park

Services

Future Asset Management LLP specialises in offering high quality personal and corporate financial services to individuals and businesses.

Below is a summary of the different services we offer:

 

Pensions

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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Investments

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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Mortgages

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 also offer a cost effective quick and easy to use Will service for simple Wills.

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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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