Why Future Start?
1. We’re independent
We are completely independent. As an independent financial planning firm we’re not tied to any one provider and operate on an unrestricted basis, meaning we can recommend products and providers from the entire market.
2. Gold standard accreditations
You will want to know you are receiving the highest possible standards of support and technical expertise. Chartered status is considered the ‘gold standard’ financial planning accreditation and as a Chartered Financial Planner, Jonathan Willis has demonstrated that he is both highly qualified and committed to upholding professional standards. He also has to adhere to a strict professional Code of Ethics. Jonathan also holds the SOLLA Later Life Advice Accreditation, recognised as the benchmark for advisers specialising in the older client sector.
Recently Jonathan has also attained two qualifications from the Society of Trust and Estate Practitioners (STEP); the Administration of Estates and the Administration of Trusts. Jonathan is working towards the STEP Diploma in Tax and Estate Planning.
In 2021, Future Start were featured in the VouchedFor Sunday Times for the third year running as one of the Top 100 rated financial advisers in the UK.
3. We take our lead from you
We take the time to get to know you. We won’t start by asking you about your money, we’ll start by asking you about what you want to do with it. How would you like your life to change? What would you like to be able to do that you can’t do right now? How would you like to feel about your future? Our job is make sure your finances support your ambitions.
4. Our ESG investment solutions
We want to make good things happen wherever we can. That means we take every opportunity to enhance the wellbeing of our clients, and every opportunity to contribute to the wellbeing of our community and planet. And we know that many of our clients share our wishes to make a difference. We therefore offer ethical and sustainable investment solutions so that we can support your values and help contribute towards making a positive change.
5. We’ll help you to achieve your goals
We want you to succeed. We want you to fly. Which is why we’re in the business of helping people to find their wings. With the help of state-of-the-art cashflow planning tools, a diverse range of investment options and a thorough approach to financial planning that leaves no stone unturned, we will help you get off the ground. And with our ongoing support and guidance, you will gain the clarity and insight you need to make confident decisions about your future.