Testimonials
Read some of the feedback received from clients.I have found Melissa to be a very personable and knowledgable representative of SJP who listened to our wishes and has given us sound advice as to how we should proceed in the future. I would recommend her services to anyone.
I have found Melissa to be very knowledgeable, helpful and informative.
I have found the service that Nick and his associates give to be sound and meets my objectives. The service is friendly and products explained in a way which makes it easy to understand. He is trustworthy and I would recommend him to anyone needing financial advice.
We have known Ian for many years and found him very knowledgable and helpful. He's supportive and considerate to our needs. As a result we have recommended him to our family.
Ian keeps in regular contact and is always informative and helpful. I am kept up to date by regular newsletters by St. James's Place. I am assured I can make contact when I need to.
Finding the time to sit down and discuss investment and pensions is something I should have done more frequently over the years. Colin and his team are very proactive in there approach and soon got me back on track after highlighting shortfalls. They now organise regular reviews to discuss performan...
Ian takes the trouble to understand the issues that are important to me and conscienctiously keeps my affairs reviewed. He is available whenever I need advice. Through our face to face meetings and his genuine interest in me and my family we have a relationship in which I trust. I can thoroughly rec...
Martess has always been so very helpful and always at the end of the phone whenever I need her help and advice. She always explains things so well if /when I don't understand anything. I certainly wouldn't hesitate to recommend Martess to anyone.
After the birth of my daughter the need to protect my family suddenly became of utmost importance to me. Jordan was brilliant in explaining the options available to me and taking away the hassle of putting this cover in place for us. I would highly recommend his friendly and professional service to ...
Martess has consistently gone above and beyond the call of duty to advise and help, with courtesy and promptness, with areas of expertise demonstrated which have greatly benefited my family, in difficult times.
In running a business, managing your own personal provisions and requirements can often get overlooked. Colin has given his time and expertise to my investments which have now been reorganised making me feel more confident about retirement and the financial future.
Ian is very knowledgeable and ethical and has always provided me with sound financial advice and guidance. Ian is very professional and a pleasure to deal with. I have no hesitation in recommending Ian with complete trust and look forward to a continued relationship with him.
Ian and Maddie, you have all worked so hard & completely changed our lives, I can’t even start to Thank you all from the bottom of our hearts. You simply are an amazing team, and I would without any hesitation recommend Future Wealth Management.
We started our relationship with Colin Mould in 2009. Right from the start we were impressed with his high standards of ethics and professionalism. This has continued throughout our association and our confidence in his advice has grown continually as has the value of our portfolio under his guidanc...
At the end of 2018 I drew some money from my property via an equity release. I was advised by Mr. Ian Smith of Future Wealth Management who covered all aspects of the process both good and bad. Ian sourced various options and I was delighted when my solicitor who covered the conveyances commented th...
Since first engaging with Ian Smith at Future Wealth Management, I cannot fault his service or advice. Ian is clearly focused on providing me with the best returns for my investments and has provided sound advice to both maximise my pension as well as securing my current financial position.
Setting up a company pension scheme for the first time was always going to be a challenge. I have dealt with Nigel for a number of years, both personally and for our business, so for me it was an easy decision to invite him in to start the process. After several in depth meetings, Nigel has not only...
Colin Mould has always provided me with sound, prompt, informative and trustworthy advice and I have every confidence that my financial interests are in safe hands! I would have absolutely no hesitation in recommending him to any future prospective clients.
I have already recommended Nigel Coleman and Future Wealth Management for their friendly advice and service and would continue to do so. In my experience I have found them extremely helpful and reliable in what is a complex area, and where a professional but personal relationship counts very highly....
Mr Smith has been a great help to me. He is very approachable. He looks at the whole picture and puts my needs first. I trust him.
Ian was recommended to us by our solicitor (Battens of Castle Cary). At all times, he has been - and continues to be - an engaging and efficient adviser. We have full confidence in his capabilities and experience and have no hesitation in recommending his services to others.
Colin has been our Financial Adviser for over 10 years. Through understanding our financial objectives, he has provided sound and trustworthy advice. Our regular review meetings are informative and essential for planning ahead. We appreciate his support and would be very happy to recommend him.
Thank you Nigel, for the support from you and your team this year, it has been really appreciated. As retirement creeps ever closer, things can sometimes seem a tad overwhelming, and your advice and support has been invaluable, so thank you.
Nick, supported excellently by Will and Marie, has advised me for the last 4 years and I wouldn't want anybody else looking after my portfolio. Nick is quick to reply, gives expertly sound advice and always has my best interests at heart. My portfolio is in safe hands, is showing a healthy return...
Past performance is not indicative of future performance.
Victoria has always given great advice, listening to my interests and putting together a plan that will work best for my needs. Victoria’s communication and service has been exceptional and I would not hesitate recommending her to anyone.
It has been a pleasure working with Jane and Victoria as they walked us through retirement planning. With a wealth of knowledge and experience backed by their digital planning platform, we were able to understand our options and offered us the clear understanding to make decisions towards retirem...
Victoria gave me advice which was tailored to my circumstances and she ensured my full understanding every step of the way. Whilst my investment could be seen as comparatively small, Victoria treated me with the same exceptional service as is received by her highest net worth client. I wholeheart...
I want to express my immense gratitude for Melissa and the tremendous help she has provided with my retirement plans. Her expertise and dedication have been invaluable and I have full confidence in her abilities. I wouldn’t hesitate to recommend Melissa to anyone looking for assistance with their...
They have been very helpful in giving me inheritance Tax advice, especially in telling me about setting up a Trust Loan Plan and also a Deed of Variation to benefit my children. The advice has been given in a simple straightforward manner, so I feel it is sound and trustworthy. I very much apprec...
