With all the complexities of Consumer Duty regulation and building and running complex investment models, it’s never been more challenging to run a financial advice business. But at Futura, we see the changing landscape for firms as an opportunity, not a threat. With a client-first approach at our core, we prioritise continuity, growth, and long-term success.
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.
Our acquisition model means we can offer you and your firm competitive and flexible terms to suit your longer-term objectives. Once part of the Futura group, your firm maintains its unique brand identity and advice proposition. We’ll take away the administrative and operational burden while delivering economies of scale that only being part of our group can offer.
With professional expertise that spans the full range of financial products, we can help give your clients a comprehensive, one-stop advisory experience, where technology helps guide the adviser experience, without replacing it.
We understand the hard work it takes to build an advisory business, and the years spent developing relationships with your client base. That’s why we’ll make sure your clients continue to receive a market leading service that stays true to your business principles. We never forget that financial advice is built on personal connections and trust. Everything we do is designed to enhance the experience of your clients, by ensuring a seamless and exceptional service at every stage of their financial journey.
For example, our Central Investment Proposition simplifies the investment experience, guiding clients through life’s key milestones while giving them a truly independent, whole-of-market offering. Where gaps exist in their financial planning, we provide tailored solutions, building relationships that stand the test of time, often across generations.
We recognise the value of stability and continuity, which is why we look to retain and support your team of advisers, helping to preserving the heritage and trust places within the business while focusing on nurturing its future growth. By providing long-term career prospects and meaningful development opportunities, we create an environment where your advisers can truly thrive.
Financial planning excellence comes from having access to the right tools. We ensure our group members have the systems and resources they need to deliver informed, high-quality advice efficiently and accurately.
Where gaps exist, we can introduce state of the-market solutions that enhance the capability of your advisers.
Also, to inspire the next generation of talent, we are developing a suite of learning and development tools and materials. This initiative nurtures emerging financial planning professionals while ensuring our existing team remains on a path of continuous learning and professional excellence.
Registered in England & Wales. Registration Number: 13267614.
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