Future Vision Brochure

About Us Suite 12, Claremont House Our Ethos 22-24 Claremont RoadFuture Vision Financial Planning Surbiton ‘Treating Customers fairly’ is a sentimentLimited is a firm of Independent Surrey central to our company as well as the serviceFinancial Advisers authorised and KT6 4QU we provide since our clients and their needsregulated by the Financial Conduct are very important to us.Authority. Tel: 0203 764 9810 Fax: 0844 774 5051 We aim to forge long lasting relationshipsHistory Email: [email protected] ensuring our advice reflects the changing Website: www.futurevisionfp.co.uk circumstances of our clients. To this end weFuture Vision Financial Planning have established highly knowledgeablehad re-branded itself in 2014. The support team to ensure an efficient as well ascompany was originally called consistent level of service.Kerry London Financial Servicesand had been established in 1987. Our ServicesUndergoing this transformationmeant that we could provide a Our highly experienced team of Consultantsnew, modernised financial have a wide range of complementaryplanning approach to our clients knowledge covering all aspects of personalneeds. and business financial planning. We are dedicated to providing high-quality, unbiased financial solutions to all clients.Independent Financial Advisers. Authorised & Regulated by the Financial Conduct Authority. FCA No: 134469. VAT No: 936 859663 Registration No: 2186242

Corporate Client Services Mortgage Services Private Client ServicesThe world of employee benefits continues Future Vision Financial Planning Limited In today’s world of ever changing financialto evolve following numerous changes in has a specialist team that can help with all regulations and turbulent economiclegislation including the introduction of your borrowing needs. We can arrange: conditions, it is now vitally important toWorkplace pensions (Auto-enrolment). take advice from professionals when Residential mortgages (regulated by the planning for your future.As a result, Future Vision Financial FCA) reflecting the individual needs of thePlanning Limited can help towards first time buyers, home movers and Through holistic financial planning we offerproviding you with a Workplace pension Remortgages. a new approach dedicated to helping our(Auto-Enrolment) solution for your clients reach their financial goals andrequirements and to meet this legislation. Buy to let mortgages (currently achieve what is most important to them and unregulated) through competitively their families. This includes providing adviceOther services we provide: priced investment mortgages for the on: novice landlord, the experience portfolio• Corporate investment landlord as well as Special Purpose • Tax efficient investment• Key person protection Vehicle (SPV) Limited companies. • Pre & post retirement planning• Shareholder protection • Wealth management• Group life assurance & critical illness Commercial mortgages (currently • Inheritance tax planning• Group private medical schemes unregulated) for investment purposes or • School fees plans• Final salary scheme consulting owner-occupiers. • Family protection• Group pensions • Income protection• Directors schemes Corporate lending / business finance • Healthcare & private medical cover• Flexible benefits (currently unregulated) can also be• Occupational health arranged for trading entities In addition, we have established strong links with professional connections such as legal Mortgages to suit your individual needs at adviser and accountants, enabling us to competitive prices. provide comprehensive service for our clients on many complex financial planning issuesIndependent Financial Advisers. Authorised & Regulated by the Financial Conduct Authority. FCA No: 134469. VAT No: 936 859663 Registration No: 2186242