Future Wealth Management 26 Queen Square, Bath BA1 2HX
About the Business
Welcome to Future Wealth Management, an esteemed establishment located in the heart of Bath, United Kingdom. Our institution specializes in finance, providing expert wealth management services to individuals and businesses.
At Future Wealth Management, we believe that financial stability and prosperity are crucial components of a fulfilling life. Our team consists of highly experienced finance professionals who are dedicated to providing personalized solutions to each and every one of our clients.
As a point of interest in Bath, we take pride in our commitment to the local community. We value the relationships we have built within the community and work hard to foster a culture of trust and mutual understanding.
Our services include investment planning, retirement planning, tax planning, estate planning, and more. Utilizing the latest technology and industry best practices, we create strategies that are tailored to our clients' unique financial situations and goals.
Whether you are just beginning your journey to financial independence or are seeking to optimize your existing investments, we have the tools and resources to help you achieve your objectives. We take a holistic approach to wealth management, considering not only financial factors but also personal and lifestyle considerations.
If you are seeking a trusted partner in your journey to financial success, look no further than Future Wealth Management. Contact us today to schedule a consultation and take the first step towards a more prosperous future.
Hours open
Monday:
09:00 - 17:30
Tuesday:
09:00 - 17:30
Wednesday:
09:00 - 17:30
Thursday:
09:00 - 17:30
Friday:
09:00 - 17:30
Saturday:
Closed
Sunday:
Closed
Reviews
"I have no hesitation in recommendation Keith's services as a financial adviser. He has provided me with good advice and moves my investments and pension around to get the best deal for me. I rely on him completely to manage my finances and so far he has come up with the goods. It takes the headache out of investing and I feel secure in the knowledge that my money is working for me."
"I started investing with Keith Tadhunter and St James Place right before the pandemic hit, and I am amazed at how well my savings and pension have performed throughout the difficult time. Keith has always been friendly and professional with no hard sell, but just clear, honest advice. I have complete trust in Future Wealth Management and SJP, and would recommend Keith to anyone."
"Keith and his team have been hugely influential in the investment decisions and planning for our future over the past 20 years or so. i would recommend them to anyone. They strike a nice balance of being extremely insightful with a vast amount of knowledge but at the same time are able to deliver the key points and ultimately great advice in a clear and professional way. If you are looking for a team to help plan your future, look no further."
"I have annual reviews and contact as required throughout the year with Keith Tadhunter and his team at Future Wealth. He is always very helpful and takes the time to get to know me, my personal situation and my views about financial investments so all decisions can be made with good understanding of my life and family. He gives me the information I need and ask for in a form that is clear and understandable to me. His assistants are always efficient and friendly. I strongly recommend his services."
"Keith has been advising my wife and I for over 20 years after being referred to us by friends. He has supported us across our family needs and his advice has been very strong. We really value the consistency of his advice and the team that sits with him. We trust in the advisor skills he demonstrates and talk to him on the widest cross section of things going on in our family. Keith keeps contact and meets with us regularly regardless of whether there is something to action. We would not hesitate to recommend him to others. A Hunt."
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