Future Planning

Future Planning We are 5* rated IFAs & specialise in pensions, mortgages, investments, and business and tax planning

With over 50 years' combined experience, we are proud to be independent financial advisers and money experts in helping people make the correct decisions, the first time. Whether you are employed, self-employed or a company director we can help you to become financially independent and then maintain this, together with tax planning and investment options. We also have qualified independent mortgag

e advisers to assist with all needs including residential and commercial lending, buy-to-lets and adverse credit. We offer a wide range of services and being independent means we have no ties to providers, allowing us to focus on only doing the best for our clients, as we are passionate about making people better off by adding value.

Retirement is a significant life transition.Some of the financial habits that served you well during your working life m...
17/07/2026

Retirement is a significant life transition.

Some of the financial habits that served you well during your working life might no longer suit your retirement lifestyle.

Sticking to your current financial habits could mean you miss out on opportunities to enjoy your retirement, or even mean you risk using up your savings too soon.

Read our blog, linked below, to find out why.

https://futureplanningwm.co.uk/why-you-could-benefit-from-reviewing-your-financial-habits-as-you-transition-into-retirement/

Long-term goals are often important for your wellbeing, and knowing you're working towards them can be reassuring.Howeve...
16/07/2026

Long-term goals are often important for your wellbeing, and knowing you're working towards them can be reassuring.

However, judging whether you're on track to reach your goals can be difficult.

A financial plan could help you understand how you might reach your target amount by accounting for contributions and potential growth over your working life.

To find out how we could help you stay on track to reaching your long-term goals, click the link below.

https://futureplanningwm.co.uk/balancing-your-goals-why-investing-could-be-suitable-for-long-term-goals/

Longer life expectancies and rising expenses mean care costs are becoming an essential part of financial planning.Thinki...
14/07/2026

Longer life expectancies and rising expenses mean care costs are becoming an essential part of financial planning.

Thinking ahead could help you understand your options, prepare for potential costs, and make more informed decisions for your future.

Read our latest guide, linked below, to find out more about planning for later-life care.

https://futureplanningwm.co.uk/guide-your-guide-to-planning-for-later-life-care/

Sir David Attenborough is a longtime protector of and advocate for our planet's wildlife, and even in older age, he main...
10/07/2026

Sir David Attenborough is a longtime protector of and advocate for our planet's wildlife, and even in older age, he maintains a profound passion for nature and a drive to change the world for the better.

Over the years, he has imparted his wisdom, worldviews, and personal philosophy through our radios and television screens.

Inspired by his own words, read our blog, linked below, to discover 5 lessons you can learn from David Attenborough on how to live a more rewarding, longer life.

https://futureplanningwm.co.uk/5-life-lessons-from-sir-david-attenborough/

One problem many retirees face is the shift from earning an income and building wealth to depleting your assets.In fact,...
03/07/2026

One problem many retirees face is the shift from earning an income and building wealth to depleting your assets.

In fact, only half of mid-retirees aged between 65 and 75 who do not pay for financial advice are confident they're on track to make their pension savings last for life, according to an Aviva survey.

If you're nervous about running out of money in later life, we're here to give you peace of mind. Get in touch or read our blog, linked below, to learn more.

https://futureplanningwm.co.uk/why-you-could-benefit-from-reviewing-your-financial-habits-as-you-transition-into-retirement/

Have you planned to reach your 100th birthday?Planning for a 100-year life often raises important questions about how to...
30/06/2026

Have you planned to reach your 100th birthday?

Planning for a 100-year life often raises important questions about how to arrange your finances to secure the life you want, including how to ensure you have "enough" and what strategies are appropriate for you.

To discover how you can plan for a 100-year life, read our latest guide, linked below.

https://futureplanningwm.co.uk/guide-how-to-plan-for-a-100-year-life/

10 fascinating and unusual museums in the UK:1. The Crab Museum, Kent2. The Hunterian, London3. The Morbitorium, Newport...
26/06/2026

10 fascinating and unusual museums in the UK:

1. The Crab Museum, Kent
2. The Hunterian, London
3. The Morbitorium, Newport
4. Crumlin Road Gaol, Belfast
5. The Pencil Museum, Cumbria
6. The House of Marbles, Devon
7. The Coffin Works, Birmingham
8. The Bubblecar Museum, Boston
9. The British Spy Museum, London
10. The Devil’s Porridge Museum, Dornock

Read our blog, linked below, to find out more about these fantastic days out.

https://futureplanningwm.co.uk/10-fascinating-and-unusual-museums-in-the-uk/

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89 Commercial Road
Swindon
WILTSHIRESN15PD

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Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5pm
Saturday 9am - 3:30pm

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