how we help

services

There are two main aspects to future perfect‘s service: the financial life planning service  and the investment advice service.

confidante

We develop a deep understanding of your life, your aims and your worries.  We are always there to offer a sounding board and advice on any aspect of your financial life.

time is short

You’re working hard and time is your most precious commodity.  Nick would be happy to have meetings with you at a time that suits, including evenings, at home or at work.

our ethical code

Our ethical code can be summed up very simply: your interests drive everything and lie at the heart of our advice.

couples

Many of our clients are couples.  Although one half of the couple often takes a lead on financial matters, we find the best decisions are made when both halves of the couple are involved in our process.

You’ll be planning your life and making important decisions about your investments and so we want to hear each of your aims, ideas and worries.

Once your investments are set up, it’s quite usual for one half of the couple to take a lead on investment meetings, but we like you both to be involved in our financial life planning meetings.