We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Thank you Nigel, for the support from you and your team this year, it has been really appreciated. As retirement creeps ever closer, things can sometimes seem a tad overwhelming, and your advice and support has been invaluable, so thank you.
We have known Ian for many years and found him very knowledgable and helpful. He's supportive and considerate to our needs. As a result we have recommended him to our family.
Ian keeps in regular contact and is always informative and helpful. I am kept up to date by regular newsletters by St. James's Place. I am assured I can make contact when I need to.
Finding the time to sit down and discuss investment and pensions is something I should have done more frequently over the years. Colin and his team are very proactive in there approach and soon got me back on track after highlighting shortfalls. They now organise regular reviews to discuss performan...
Ian takes the trouble to understand the issues that are important to me and conscienctiously keeps my affairs reviewed. He is available whenever I need advice. Through our face to face meetings and his genuine interest in me and my family we have a relationship in which I trust. I can thoroughly rec...
Martess has always been so very helpful and always at the end of the phone whenever I need her help and advice. She always explains things so well if /when I don't understand anything. I certainly wouldn't hesitate to recommend Martess to anyone.
After the birth of my daughter the need to protect my family suddenly became of utmost importance to me. Jordan was brilliant in explaining the options available to me and taking away the hassle of putting this cover in place for us. I would highly recommend his friendly and professional service to ...
Martess has consistently gone above and beyond the call of duty to advise and help, with courtesy and promptness, with areas of expertise demonstrated which have greatly benefited my family, in difficult times.
In running a business, managing your own personal provisions and requirements can often get overlooked. Colin has given his time and expertise to my investments which have now been reorganised making me feel more confident about retirement and the financial future.
Ian is very knowledgeable and ethical and has always provided me with sound financial advice and guidance. Ian is very professional and a pleasure to deal with. I have no hesitation in recommending Ian with complete trust and look forward to a continued relationship with him.
Ian and Maddie, you have all worked so hard & completely changed our lives, I can’t even start to Thank you all from the bottom of our hearts. You simply are an amazing team, and I would without any hesitation recommend Future Wealth Management.
We started our relationship with Colin Mould in 2009. Right from the start we were impressed with his high standards of ethics and professionalism. This has continued throughout our association and our confidence in his advice has grown continually as has the value of our portfolio under his guidanc...
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 th...
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.
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...
Colin Mould has always provided me with sound, prompt, informative and trustworthy advice and I have every confidence that my financial interests are in safe hands! I would have absolutely no hesitation in recommending him to any future prospective clients.
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....
Mr Smith has been a great help to me. He is very approachable. He looks at the whole picture and puts my needs first. I trust him.
Ian was recommended to us by our solicitor (Battens of Castle Cary). At all times, he has been - and continues to be - an engaging and efficient adviser. We have full confidence in his capabilities and experience and have no hesitation in recommending his services to others.
Colin has been our Financial Adviser for over 10 years. Through understanding our financial objectives, he has provided sound and trustworthy advice. Our regular review meetings are informative and essential for planning ahead. We appreciate his support and would be very happy to recommend him.
Thank you Nigel, for the support from you and your team this year, it has been really appreciated. As retirement creeps ever closer, things can sometimes seem a tad overwhelming, and your advice and support has been invaluable, so thank you.
We have known Ian for many years and found him very knowledgable and helpful. He's supportive and considerate to our needs. As a result we have recommended him to our family.
Ian keeps in regular contact and is always informative and helpful. I am kept up to date by regular newsletters by St. James's Place. I am assured I can make contact when I need to.
Finding the time to sit down and discuss investment and pensions is something I should have done more frequently over the years. Colin and his team are very proactive in there approach and soon got me back on track after highlighting shortfalls. They now organise regular reviews to discuss performan...
Ian takes the trouble to understand the issues that are important to me and conscienctiously keeps my affairs reviewed. He is available whenever I need advice. Through our face to face meetings and his genuine interest in me and my family we have a relationship in which I trust. I can thoroughly rec...
Martess has always been so very helpful and always at the end of the phone whenever I need her help and advice. She always explains things so well if /when I don't understand anything. I certainly wouldn't hesitate to recommend Martess to anyone.
After the birth of my daughter the need to protect my family suddenly became of utmost importance to me. Jordan was brilliant in explaining the options available to me and taking away the hassle of putting this cover in place for us. I would highly recommend his friendly and professional service to ...
Martess has consistently gone above and beyond the call of duty to advise and help, with courtesy and promptness, with areas of expertise demonstrated which have greatly benefited my family, in difficult times.
In running a business, managing your own personal provisions and requirements can often get overlooked. Colin has given his time and expertise to my investments which have now been reorganised making me feel more confident about retirement and the financial future.
Ian is very knowledgeable and ethical and has always provided me with sound financial advice and guidance. Ian is very professional and a pleasure to deal with. I have no hesitation in recommending Ian with complete trust and look forward to a continued relationship with him.
Ian and Maddie, you have all worked so hard & completely changed our lives, I can’t even start to Thank you all from the bottom of our hearts. You simply are an amazing team, and I would without any hesitation recommend Future Wealth Management.
We started our relationship with Colin Mould in 2009. Right from the start we were impressed with his high standards of ethics and professionalism. This has continued throughout our association and our confidence in his advice has grown continually as has the value of our portfolio under his guidanc...
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 th...
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.
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...
Colin Mould has always provided me with sound, prompt, informative and trustworthy advice and I have every confidence that my financial interests are in safe hands! I would have absolutely no hesitation in recommending him to any future prospective clients.
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....
Mr Smith has been a great help to me. He is very approachable. He looks at the whole picture and puts my needs first. I trust him.
Ian was recommended to us by our solicitor (Battens of Castle Cary). At all times, he has been - and continues to be - an engaging and efficient adviser. We have full confidence in his capabilities and experience and have no hesitation in recommending his services to others.
Colin has been our Financial Adviser for over 10 years. Through understanding our financial objectives, he has provided sound and trustworthy advice. Our regular review meetings are informative and essential for planning ahead. We appreciate his support and would be very happy to recommend him.
Thank you Nigel, for the support from you and your team this year, it has been really appreciated. As retirement creeps ever closer, things can sometimes seem a tad overwhelming, and your advice and support has been invaluable, so thank you.
SJP Approved 06/06/2023
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.