FUTURE LIFE WEALTH MANAGEMENT LIMITED

The financial meltdown of 2008 shook the foundations of the investment advice industry to the core, as markets tumbled with massive financial losses. With investors on the run or, at best, in denial. New ways to deliver value, which went beyond guessing at future potential returns, are required. Future Life Wealth Management Limited provid a deep understanding of the need of clients, find new and better ways to offer financial advice which positions client needs at the forefront of the business. Future Life Wealth Management are a different type of financial planning practice.

The business’ focal point is on the planning process, providing sophisticated cash flow forecasting and a complete focus on the clients’ objectives. Thanks to the cash flow analysis, our approach establishes what a client needs from their investments, which allows us to play a greater role in the investment selection process. For example, a client with a high tolerance for risk may not necessarily need to be placed in investments that fits that appetite, if they do not need to take that level of risk to meet their goals. By comparison, the ‘old style’ financial advisor would flog a £100 per month pension and buy units in a managed fund and hope for the best.

For Future Life Wealth Management, risk is driven by clients’ objectives and goals, it aims only to realise the client’s financial aspirations. The process also works with individuals who wish to sell their businesses: after analysing the individual’s current and desired lifestyle (i.e. post-business sale), we are able to establish the minimum sale price they need.