Thank you for your enquiry. Having searched our database, we have matched you with Future Wealth Management (IFA 214), Partner Practice of St. James’s Place Wealth Management.
What Happens Next
Future Wealth Management (IFA 214) will now call you to discuss your requirements. This initial call will be absolutely FREE and without obligation. If it not convenient when they ring then let them know and rearrange a call back at a more convenient time for you.
Future Wealth Management (IFA 214) will then analyse your situation and come back with their recommendations (if any are required). They can do this over the phone, by post or via email, whichever suits you best.
You decide if you wish to take up the recommendations.
FUTURE WEALTH MANAGEMENT ARE FCA REGULATED.
THEIR FCA REGISTRATION NUMBER IS 592054 AND YOU CAN CONFIRM THIS ON THE FCA WEBSITE BY CLICKING ON THE LINK BELOW
A little bit more about Future Wealth Management (IFA 214).
As a Partner Practice of the highly successful St. James’s Place Wealth Management, we offer expert advice in a wide range of important areas including Investments, Inheritance Tax planning, Pensions, and Protection.We strongly believe in providing a high level, trusted service to all clients and we are fully aware that financial planning can be confusing at the best of times. We will help you to meet your financial objectives and plan for the future with confidence and optimism. We work closely with all our clients, and believe in keeping them regularly updated with financial and economic news. Whether this means meeting regularly, or sending out bulletins, magazines and other relevant information, or attending one of my client events, we will meet each individual client’s own requirements.
In the meantime, if you would like any more information, please contact:
Sophie Cox,
Future Wealth Management,
26 Queen Square,
Bath,
BA1 2HX
w: www.f-w-m.co.uk
e: slc@f-w-m.co.uk
PLEASE SPEND 2 MINUTES TO FILL IN OUR FEEDBACK FORM AND TELL US WHAT YOU THOUGHT.
The Partner 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 title 'Partner' is a marketing term used to describe St. James's Place representa