Here you can find out more about the professional service that we offer, how we work and why we believe we are different.
Our focus is to meet the needs of our clients whilst maintaining a ‘personal touch’. We are fully independent, which means we do not work for a provider nor do we emphasise any particular products. We are committed to recommending only what is best for our clients. Through careful financial planning we will help you achieve your goals. We listen to what you tell us to help you identify, achieve and maintain the lifestyle you desire. Our relationships with our clients are based on honesty, openness and the desire to meet their needs in the best possible way.
At Future Start we believe that financial planning is the process of taking where you want to get to as a starting point and formulating a financial plan to help you get there. Through such partnerships we have found that we establish strong lasting relationships with our clients.
Working closely with clients we will take account of both the expected and the unexpected.
Do take the time to explore our website. Feel free to download any content that might be of interest and signup for our monthly newsletter if you wish to keep up to date with important information. We are approachable and friendly and take pride in the work that we do for our clients. You can get in touch either by telephone or by filling in your details in the boxes on the right hand side. We are happy to help with any enquiry.
Chartered Financial Planner
At Future Start, we believe our clients should get the very best. Read on to find out why you should choose to work with a Chartered Financial Planner.
The power of professionalism
The concept of Chartered professionalism traces its roots back many centuries, to the years following the Norman invasion in 1066. That’s some track record. And in the 21st century, Chartered is more relevant than ever in terms of winning and securing public trust.
Across the professional landscape, from accountants to civil engineers, and of course through to insurance brokers, insurers, insurance practitioners and financial planners, Chartered status stands proud as an indicator of the highest standards of learning and ethical behaviour.
Increasingly, consumers – who have grown weary and sceptical following years of financial scandal and falling standards in commercial and retail life – are actively seeking out Chartered practitioners.
As a Chartered body of more than a century’s standing the CII grants Chartered titles to individuals and organisations which meet strict qualifying criteria.
The value of these is evident as ever greater numbers of insurance and financial services professionals strive to reach what is regarded as the pinnacle of our profession. By the end of 2015 over 22,000 individuals and almost 900 firms had met the stringent requirements and pledged to uphold the standards expected of Chartered professionals.
Why Chartered status makes a difference
Competence. Knowledge. Ethical behaviour.
Do these terms sum up what you look for in your dealings with insurance and financial planning professionals?
Well, they are precisely the qualities embodied by ‘Chartered’ status.
The Chartered logo signifies that an individual or an organisation has committed to:
- the highest levels of technical and professional knowledge and competence through professional qualifications
- keeping knowledge and skills up-to-date through continuing professional development
- ethical conduct through adhering to an industry Code of Ethics enforced through disciplinary sanctions
A Chartered Financial Planner will hold the following CII professional level qualification:
- Advanced Diploma in Financial Planning (APFS)
They’ll also have at least five years’ relevant experience and satisfy ongoing requirements to keep their knowledge up to date. They are also required to comply with an ethical code that puts their clients’ interests first.