Senior Partner Practice of St. James's Place Wealth Management
“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 that the interest rate was the best she had come across. Ian was always available at every step of the process and his input was invaluable. Based on my experience I would thoroughly recommend Mr. Smith to any future client.”
Bruce Mann, Retired
“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.”
Andrew Finn, Company Director
“Keith has handled my finances for many years. The regular review meetings to discuss the performance of the portfolio is most informative. His understanding of the investment vehicles recommended by Future Wealth Management is most reassuring as is his interpretation of my needs as the client. I find his approach most diligent and professional and with that comes the portfolio growth expected. I recommend Future Wealth Management to friends and family alike because quite simply they are very good at what they do.”
Name Supplied, Managing Director, Bristol
“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 provided me with a complete understanding of pensions, but also helped and run structured meetings with my 30+ staff. I can’t reiterate how helpful and knowledgeable Nigel has been through this process, and am confident that Nigel will continue to add the best advice moving us forward in the future.”
W J Oliver, Director, Frome
“I have been receiving financial advice and support from Keith since 1996 both personally and for my business Allen & York, an international recruitment business for the sustainability sector. I think it is fair to say that I have demanding standards and Keith over the years has proved his worth as a valued and trusted advisor many times over. He has always provided astute and insightful ideas and options which have added valued and protected my personal and professional finances. I would whole heartedly recommend Keith to anyone seeking to protect and or strengthen their financial position.”
Mark Allen, CEO & Founder of Allen & York
“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.”
Peter J Kelly, Company Secretary/Financial Director, Chester Jefferies Limited
“Planning our finances seemed like a complicated and confusing process. Keith helped us to get to the heart of what we were looking to achieve from our investments and suggesting the best options to complement our particular situation.”
Robert Taylor, Managing Director & Business Coach
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Future Wealth Management is a trading name of Future Financial Wealth LLP. Future Financial Wealth LLP is a Limited Liability Partnership registered in England and Wales, Number OC377925. Registered Office: 26 Queen Square, Bath, BA1 2HX.