We offer a bespoke financial planning service to generators of wealth, typically business owners, executives and professionals, and also to receivers of wealth, such as inheritors, divorcees, widows and retirees.
You may be at the beginning of your financial journey and needing to establish a financial plan for your future life, or you may be heading towards your golden years and needing to consider tax efficient ways in which your estate can be distributed. Whatever the circumstances, our clients value the benefits of a personalised ongoing relationship in the management of their financial affairs.
Nearly a fifth of 'bank of mum and dad' parents and grandparents are sacrificing their own standard of living in order to provide financial support to younger generations getting on the housing ladder, a survey has found. Jillian Thomas, MD of Future Life Wealth Management, discusses the findings with BBC Radio Sheffield's Toby Foster.
Our MD Jill Thomas joins Paulette Edwards on BBC Radio Sheffield to talk about planning early for Christmas, preparing for retirement and answers finance questions from listeners.
Finalist Yorkshire Women of Achievement in Business 2016
Yorkshire Women of Achievement in Business 2016
Future Life Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority
The Financial Conduct Authority does not regulate taxation & trust advice
We are entered on the The Financial Conduct Register No 509960 at www.fca.org.uk/register
The Financial Ombudsman service can be found at www.financial-ombudsman.org.uk
Registered in England No. 07036892 Reg. Address: Future House, 54 Ravenshorn Way, Renishaw, Sheffield S21 3WY
The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK
“The value of your investment can go down as well as up and you may not get back the full amount invested”