Margam Park
Margam Park

Services

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

Our approach to dealing with clients is to build long-term relationships, assisting clients with all aspects of financial and retirement planning. We encourage our clients to view their Financial Plan as a work in progress which involves reviewing their circumstances and financial goals at least annually, updating our records and adjusting their plans along the way when required.

We have developed a range of services to suit all client needs and requirements, and below is a summary of the 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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