Future Life Wealth Management Limited

www.wealthmanagement.uk.com

Future Life Wealth Management provides financial planning and wealth management to creators and inheritors of wealth; typically business owners, executives and professionals, and also to receivers of wealth, such as inheritors, divorcees, widows and retirees. The company, which was set up by Jillian Thomas in 2010, works closely with solicitors and accountants to provide information and advice to their clients. In 2011 it was the winner of The Yorkshire and Humberside Regional Chamber Awards in the Most Promising New Business category, and has won numerous awards since. It has been listed in the New Model Adviser Top 100, which recognises firms for their qualifications, income and commitment, every year since 2013. The company was developed and launched in the midst of a global breakdown in financial systems and confidence. The nature of the business is wholly connected to the hugely adverse circumstances of its birth, in that it seeks to embrace the requirements of the Retail Distribution Review, transform the nature of the advisor/client relationship with new levels of transparency and service, and correctly place clients and their financial needs central to the offering. Future Life Wealth Management offers a first class professional service in the provinces, on a level normally the exclusive domain of City institutions. Directly authorised by the Financial Services Authority, the offering is ‘whole of market’, without the bias of commission-based products. The company offers investment advice, tax mitigation, pension and retirement planning, financial management during divorce, and inheritance management. The customer base covers a wide demographic, and includes every type of client from those seeking to re-establish financial security after bankruptcy to business owners and inheritors with multi-million investment portfolios.

Read more

Reach decision makers at Future Life Wealth Management Limited

Lusha Magic

Free credit every month!

Future Life Wealth Management provides financial planning and wealth management to creators and inheritors of wealth; typically business owners, executives and professionals, and also to receivers of wealth, such as inheritors, divorcees, widows and retirees. The company, which was set up by Jillian Thomas in 2010, works closely with solicitors and accountants to provide information and advice to their clients. In 2011 it was the winner of The Yorkshire and Humberside Regional Chamber Awards in the Most Promising New Business category, and has won numerous awards since. It has been listed in the New Model Adviser Top 100, which recognises firms for their qualifications, income and commitment, every year since 2013. The company was developed and launched in the midst of a global breakdown in financial systems and confidence. The nature of the business is wholly connected to the hugely adverse circumstances of its birth, in that it seeks to embrace the requirements of the Retail Distribution Review, transform the nature of the advisor/client relationship with new levels of transparency and service, and correctly place clients and their financial needs central to the offering. Future Life Wealth Management offers a first class professional service in the provinces, on a level normally the exclusive domain of City institutions. Directly authorised by the Financial Services Authority, the offering is ‘whole of market’, without the bias of commission-based products. The company offers investment advice, tax mitigation, pension and retirement planning, financial management during divorce, and inheritance management. The customer base covers a wide demographic, and includes every type of client from those seeking to re-establish financial security after bankruptcy to business owners and inheritors with multi-million investment portfolios.

Read more
icon

City (Headquarters)

Sheffield

icon

Employees

11-50

icon

Founded

2009

icon

Estimated Revenue

$1 to $1,000,000

icon

Social

  • icon

Employees statistics

View all employees

Potential Decision Makers

  • Managing Director

    Email ****** @****.com
    Phone (***) ****-****
  • Director of Technical Operations

    Email ****** @****.com
    Phone (***) ****-****
  • Independent Financial Planner

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Financial Planning Administrator

    Email ****** @****.com
    Phone (***) ****-****

Technologies

(4)

  • microsoft ajax content delivery network
  • font awesome
  • google tag manager
  • View all (4)

Reach decision makers at Future Life Wealth Management Limited

Free credits every month!

My account

Sign up now to uncover all the contact details