Future Vision Brochure

WelcomeWelcome to Future Vision Financial Planning Limited. Our qualified Independent Financial Advisers will workwith you to make sure that your finances can help you achieve your goals in life – whether that’s being able toprovide financial security for you and your family, invest for the future, retire at a specific age or pass on yourhard-earned money to your loved ones in the most tax-efficient manner.Our Independent status means we are able to offer you advice that is free from bias and from across the entirerelevant market place. We believe that exceptional financial planning is built on having long-term, trustingrelationships with our clients with a focus on clear and open communication. We take the time needed tounderstand your circumstances and what is important to you.I hope that by the end of this brochure you will have a better understanding of our business to help youdecide whether our services are right for you.Yours faithfully,Finbarr Kelly Dip PFSDirector

About usFuture Vision Financial Planning Limited is an established firm of IndependentFinancial Advisers based in Surbiton, Surrey. We are directly authorised andregulated by the Financial Conduct Authority.*Originally established in 1987, Future Vision Financial Planning Limited has agreat deal of experience in providing advice to individuals, families, trusteesand corporate clients. Our highly experienced team of Consultants have awide range of complementary knowledge covering all aspects of personaland business financial planning. We are dedicated to providing high-quality,unbiased financial solutions to all clients.Basis of businessOur initial consultation is usually provided at our own expense. Thereafter, a feewould be generated for the advice provided. We believe that our clients shouldhave the choice as to how they wish to remunerate us for these services. This canbe by direct payment or through the contract established (if applicable).Under current legislation our services may be subject to Value Added Tax (VAT)depending on the type of service/work undertaken for you. We will notify youwhether or not this is the case before conducting any work on your behalf.*Some of the products we offer are not currently regulated by the FCA.

Corporate Client ServicesOur team of highly skilled individuals understand that the world of employee benefits continues to evolve followingnumerous changes in legislation including the introduction of workplace pensions (Auto-Enrolment) in 2012.As a result, Future Vision Financial Planning Limited can help develop an efficient workplace pension solution foryour legal requirements.Other services we provide our expertise on: Corporate investment Key person protection Shareholder protection Group life assurance & critical illness Group income protection Group private medical schemes Group pensions Small self administered schemes

Private Client ServicesIn today’s world of ever changing financial regulations and turbulent economic conditions, it is vitally importantto take advice from professionals when planning for your future.Through holistic financial planning we offer a new approach dedicated to helping our clients reach theirfinancial goals and achieve what is most important to them and their families.This includes providing advice on: Tax efficient investment Pre & post retirement planning Wealth management Inheritance tax planning School fees plans Family protection Income protection Healthcare & private medical coverIn addition, we have established strong links with professional connections such aslegal advisers and accountants, enabling us to provide a comprehensive servicefor our clients on many complex financial planning issues.

Mortgage ServicesFuture Vision Financial Planning Limited has a specialist team that can help with all your borrowing needs.We utilise our extensive knowledge and experience as well as modern technology to help select the mostappropriate products in an ever changing lending market place.We can arrange: Residential Mortgages Equity Release Buy to Let Mortgages Help to Buy Mortgages First Time Buyer Mortgages Bridging Finance Corporate Lending / Business Finance Commercial Mortgages Your property may be repossessed if you do not keep up repayments on your mortgage. We do not offer advice on Second Charge Mortgages but we can refer you to a broker if you wish.

Suite 12, Claremont House 22-24 Claremont Road Surbiton Surrey KT6 4QU Tel: 0203 764 9810 Fax: 0844 774 5051 Email: [email protected] Website: www.futurevisionfp.co.ukIndependent Financial Advisers. Authorised & Regulated by the Financial Conduct Authority. FCA No: 134469. VAT No: 936 859663 Registration No: 2186242