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Unleash the growth potential of your advice business

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Why choose us

Choose Futura Financial Services Group for a partnership focused on sustainable growth, preserving your firm’s legacy, and providing innovative solutions for a brighter, stronger future.

why futura?
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In Assets Under Management across the group.

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Financial Advisers providing holistic financial advice helping clients at every stage of life.

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Locations across the UK

How we can help

We help owners of advisory firms turn their years of hard work into lasting value, while keeping their legacy, vision and culture all firmly intact.

About us

What we do

Support services

Group firms

Futura Financial Services

At Futura, we invest in independent financial advice firms ready to realise the value they’ve built down the years.

We can provide your advice business with fully-tailored operational, administrative, technology and strategic support, while making sure it preserves its brand, values, team, and culture. Together we can unlock your firm’s growth potential while delivering exceptional support for your clients.

What our group firms say about us

Since the sale of the business to Futura, we have faced some challenges, however, with the larger organisation and better infrastructure, we have a more diverse pool of expertise from which we can draw, which in turn promotes greater competency and efficiencies across all sectors of the business.

The organisation’s ethos is to develop the more junior members of staff and encourage them to take their exams and it has been gratifying to witness their increased levels of confidence and professionalism which is reflected in their communications with both providers and clients.

We now have a better back-office system in Intelligent Office and we are embracing the technology we have available to us to ensure a smoother, more efficient journey for our clients and we look forward to developing this further.

PROSPERITY - BILL MCCRACKEN - FIRM PRINCIPLE

Delighted with the overall process of selling the business to Futura. Everything that was agreed has been delivered with no obvious change to the service provided to our clients which has resulted in almost 100% client retention.

Bulley Davey - Robin Bates - Firm Principle

Although initially worried about the acquisition process Futura made everything so easy. Well organised, planned approach. Working with relatable people that you could have normal conversations with and, most importantly, if they said it, they did it.

Bulley Davey - Darren Wakefield - Firm Principle

We met with several businesses and Futura were the only company to meet all our requirements. It was very clear they had the same customer centric approach to business, and they offered the best outcome for all stakeholders.

We are happy that the difficult decision to sell our business is working extremely well with everything promised delivered on. Paul Ollerton and his team are already building the positive changes required to ensure our clients continue to receive a 1st class proposition and we are confident this will continue well into the future securing the best outcomes for clients, staff, and ourselves.

Simpson Kelly - Darren Kelly, Gary Simpson, Craig Watson - Firm Principles

Futura offered me the opportunity to realise the embedded value in my business and have proven to provide strong continuity for my clients many of whom have been with me for decades. Access to additional investment and compliance resources has helped in continuing to offer our clients a personal and tailored ongoing review service.

Alan Milne - Milne Pension and Investment Management – Firm Principle

Find out more

Contact us

Call us

01903 946968

Email us

info@futurafs.com

Address

Futura Financial Services Group Ltd
71-75 Shelton Street
Covent Garden
London, WC2H 9JQ

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