Futura Independent Financial Advisers has over 25 years experience as Financial Advisers to both private and commercial sectors.
If you are looking for guidance on how to invest your money, we can offer advice on the best solution to suit your needs.
Avoiding financial crisis means planning for those times when redundancy, illness, accident or worse still death occur. Taking out the necessary insurance to give you peace of mind is fundamental to enjoying every day life.
When it comes to planning for your future we at Futura Independent Financial Advisers can discuss the various options available to you. You may be considering how you would like to spend your retirement or how you can take care of those that are closest to you. This might cover Long Term Care for somebody or inheritance tax planning. Whatever your needs are to ensure a secure future we can assist you.
With our expertise we can assist you with your Mortgage lending requirements when considering purchasing your first or next home, or you may need assistance to re-mortgage when times are challenging and you want to reduce your overall costs.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
If you are 55+ years old and in need of finding a financial solution to your asset rich, cash poor problems then you could consider Equity Release. This is where monies can be released against your property, but this is something that requires careful consideration. We can explain all the pros and cons of this solution and help you to arrive at the right decision for you. This is a Lifetime Mortgage. To understand the features and risks, ask for a personalised illustration.
Let us assist you with the management of your funds which can be placed into a Trust so that the monies from these investments can be placed into the right hands at the right time should anything happen to the holders of the plan. This could be the answer to your financial, estate and tax planning needs.
We offer expert financial advice with your business, offering products that give security and protection for your business and protecting key individuals. As an extension to this we can help you to build on your business investment by offering Pension and Retirement packages to promote loyalty of staff.
We give financial advice across the whole of West Sussex and Hampshire but mainly in the Chichester and Bognor Regis areas as this is our office location.
We're motivated to help you with your short, medium and long-term goals and can assist you in creating a financial strategy that will work for you and your family.
Please browse the site to see how we can help you, and please feel free to use the feedback form to get in touch or phone 01243 776774.
2plan wealth management Ltd is a national, independent, whole of market, firm of financial advisers (IFAs) and is authorised and regulated by the Financial Conduct Authority. 2plan provides structure and complete compliance and technology services to self-employed financial advisers across the UK. The IFAs are equipped with the latest technology services available in order for them to provide enhanced services to their clients, build professional business relationships and ensure we always treat our customers fairly.