Private Client Services

DELIVERING FINANCIAL CLARITY THROUGH OUR 3 STEP PROCESS:

FACT-FIND & ANALYSIS
We conduct a fact find of your personal situation so we can fully understand your financial position and aspirations. 

COMMUNICATE & IMPLEMENT
We discuss a plan of action communicated in a manner that is clear and easy to understand.

MANAGE & ENHANCE
We manage your agreed financial plan with clear reporting throughout the year.

INVESTMENTS


Now that the era of easy credit has vanished, the act of making wise and considered investments is very much centre stage. But in such uncertain times who can we trust?

At Futura we approach investment planning on a level that explores the risks and brings to you considered and objective scenarios based on your personal circumstances and aims.

We don’t hold all the answers (no one does) but we do hold the keys to best practice and market intelligence.

PENSIONS


How much should I pay in? What can I expect back at retirement? Which pension plans are best? What are the risks to me? What are the benefits for me?

These are all questions and issues we discuss with our clients every day and because everyone’s personal situation is different we listen and advise on a personal level that is governed by what is best suited to you, and not what suits the government of the day or the pension providers.

INSURANCE


Our approach to protection (whether for critical illness cover, life assurance, income protection or private medical insurance) is simple. We place great emphasis on clarity, honesty and meticulous record keeping to ensure that when we say you’re covered you are indeed covered.

We offer advice many aspects of personal protection and search across the whole of the market for products available.  Our advisers can provide you with competitive quotations and advice for the following products:

  • Life Assurance Cover
  • Critical Illness Cover
  • Income Protection
  • Health Insurance

 

 

The value of investments and the income from them can fall as well as rise and is not guaranteed.