Business Details
Your Trusted Financial Advisers in Hampshire
Financial Future Associates is a partnership with over 50 years of combined experience in financial services. We provide professional and friendly financial planning solutions tailored to individual and corporate client needs. Our approach prioritises understanding client goals through dedicated consultations, offering home or workplace visits for accessibility. As independent advisers, we act solely in our clients' interests, ensuring unbiased recommendations and bespoke financial strategies.Our clients value our expertise in retirement planning, investments, and protection, alongside our commitment to transparency and long-term relationships. Recognised by professionals like solicitors and accountants, we deliver tax-efficient solutions and comprehensive financial guidance. Regulated by the Financial Conduct Authority, we combine industry authority with a client-centred ethos to empower financial security.
Services
Retirement Planning
Investment Planning
Protection Planning
Mortgage Advice
Tax Planning
Corporate Financial Planning
Long Term Care
Home Insurance
Highlights and features
- We offer over 50 years of combined experience in financial services.
- Our independent advisory approach prioritises your best interests at all times.
- We provide tailored financial solutions with a client-centred methodology.
- Home and workplace visits ensure accessible, personalised service delivery.
- Recognised by professionals including solicitors and accountants for excellence.
What people say
Very professional
Explained in layman's terms
Trustworthy advice
No hesitation in recommending
Restored faith in advisers
Services
Retirement Planning
We help clients build and manage retirement funds through tailored pension strategies. Our expertise ensures tax-efficient savings while navigating complex retirement options. Clients benefit from long-term investment guidance aligned with their desired lifestyle post-retirement.
Investment Planning
Our investment planning service identifies optimal market opportunities for short and long-term growth. We analyse risk profiles to recommend diversified portfolios, ensuring tax-efficient returns while safeguarding capital against market fluctuations.
Protection Planning
We design comprehensive protection plans to safeguard clients' financial security against unforeseen events. Our solutions maintain family lifestyles during crises, offering peace of mind through tailored insurance coverage and contingency strategies.
Mortgage Advice
We simplify mortgage selection from over 3,000 options, finding cost-effective solutions matched to individual circumstances. Our guidance covers entire mortgage terms, ensuring clients secure optimal rates without compromising financial stability.
Tax Planning
Our tax planning service minimises liabilities through legal strategies while preserving estate value. We navigate evolving tax regulations to protect assets, ensuring maximum inheritance for beneficiaries within regulatory compliance frameworks.
People
Ian Primmer
Experienced financial adviser with extensive expertise in retirement and investment planning, providing tailored solutions to individual clients.
Richard James
Skilled financial planner specialising in protection strategies and corporate financial solutions, delivering comprehensive advisory services to business clients.
Questions
What financial services do you specialise in?
We specialise in retirement planning, investment strategies, protection policies, mortgage advice, and tax-efficient wealth preservation solutions.
Are you regulated by financial authorities?
Yes, we operate as appointed representatives of The On-Line Partnership Limited, authorised and regulated by the Financial Conduct Authority.
Do you offer home visits for consultations?
Yes, we provide home or workplace visits to ensure convenient access to our financial advisory services across Hampshire.
How do you charge for your services?
Our fee structure varies by service type - please contact us directly for specific pricing details and available consultation options.
Can you help with corporate financial planning?
Yes, we offer tailored financial strategies for business owners including pension planning, protection policies, and commercial insurance solutions.
What areas do you cover?
We primarily serve clients in Hampshire, including New Milton, Liphook, and surrounding regions through our local offices.
