We offer a bespoke financial planning service to generators of wealth, typically business owners, executives and professionals, and also to receivers of wealth, such as inheritors, divorcees, widows and retirees.
You may be at the beginning of your financial journey and needing to establish a financial plan for your future life, or you may be heading towards your golden years and needing to consider tax efficient ways in which your estate can be distributed. Whatever the circumstances, our clients value the benefits of a personalised ongoing relationship in the management of their financial affairs.
In October many solicitors are offering to draw up a will for you in exchange for a donation to charity. Our financial planner Emma Baumback explains why you should take advantage of the offer.Find Out More
Many of us are working from home, but are there some issues we should have thought of? Our director of operations Keeley Woodcock takes a look.Find Out More
You may have seen the news last week about the state pension age rise to 66, but have you also seen the news about changes to when you can draw down other pensions? Our financial planner Emma Baumback…Find Out More
In the second of a series of videos, Jillian Thomas chats to Justin Urquhart Stewart about why financial planning is particularly important right now.Find Out More
"Jillian Thomas has created a completely new model for financial planning and advice. Her approach is based on trust and transparency and she is far ahead of her competitors in understanding trends. Her contribution to the Sheffield business community and willingness to share her expertise is both admirable and rare."
Testimonial By: Justin Urquhart Stewart, Founder and Director, Seven Investment Management Ltd
"Jill has been very helpful to me, consolidating my fragmented pension arrangements into a Small Self Administered Scheme that now gives me much more flexibility and freedom moving forward. Future Life act for a number of my friends and contacts too and therefore I would highly recommend them. Jill is a very efficient, professional adviser who instils confidence."
Testimonial By: PA, Corporate Finance Partner
"Future Life have been a crucial partner for our business for quite a few years now. Their advice and guidance is always focused on our needs and requirements, both business and personal, and has been fundamental in many key business decisions we have made. More than that, the advice we receive is always delivered in a straightforward manner which is easy to understand and I can’t stress enough how refreshing that is. I would happily refer Jill and her team to anyone looking for financial security combined with a personal touch.”
Testimonial By: JH, Creative Director
"Really good financial advice is to be expected from a professional adviser, and there’s no doubt that’s what’s on offer here from time-served financial specialists. Our pensions and savings have been well looked after. What’s less usual is the feeling of being part of the family, and welcomed as such when meeting, along with the laid back and friendly atmosphere, which makes financial dealings more pleasure than chore. I’ve had advice on personal finances and useful insights when setting up my own business, and would unhesitatingly recommend Future Life and its team."
Testimonial By: IP, Associate Minister
“Jill has always given us professional and honest financial advice and guidance. Future Life has managed my financial portfolio for the last eight years and has given me the foundation to achieve a secure future for myself and my family."
Testimonial By: DW, Company Director
"I’ve been with Future Life since the beginning because I had dealt with Jill before and so I knew her pedigree. That was the only reason I needed, as I was totally confident in her ability to ensure that this business venture would be a resounding success. So it has proved and Jill, together with her team, have planned and plotted my finances expertly over the years. I have always had all the information I needed whenever I have asked for it and have been happy to listen to her expert advice on ‘what next?’ We are currently in the process of executing my retirement plans and they have made this process painless and easy to navigate. I would strongly recommend Future Life Wealth Management to anyone looking for expert financial advice."
Testimonial By: AF, Company Director
"Future Life Wealth Management have brought integrity, rigour and a determination to look after the people who entrust them with their financial planning. The Templand Group and associated companies have found them to be approachable with a genuine understanding of our concerns, offering advice in all aspects of financial planning. We would have no hesitation in recommending their services."
Testimonial By: Jason Denmark, Templand Group
"I have worked with Jill and her team over a number of years, and can honestly say that this is a firm of independent financial advisors who care deeply about their clients’ finances and affairs. This is a firm with excellent knowledge, support systems and network. Highly recommended."
Testimonial By: GB, Accountant
"I was recommended to Future Life by a business contact of mine. I was looking for advice on a number of matters relating to both my business & personal situation. Future Life took the time to really know my business and aspirations which gave me every confidence that not just my financial goals are well understood, but also my comfort level. They regularly provide updates and have always been available to answer any questions or to explain options within my portfolio. They do this in plain language which suits me down to the ground."
Testimonial By: LA, Managing Director of a distribution business
"Before we met Jill and her team, our finances were in a complicated mess having purchased many insurance and pension vehicles over the years. Over a relatively short period, we were given the confidence to straighten out our affairs into more of a manageable portfolio."
Testimonial By: SO, Dentist
“We were introduced to Jill and her team around five years ago, at which time we didn’t plan our futures like most. Jill was able to challenge our thinking, wants and needs for the future and our family – investments have been made, advice given and healthy returns are now showing themselves. Future Life has provided both my wife and I peace of mind for our futures and remains customer focused to challenge our financial thinking."
Testimonial By: AF, Business Management Consultant
"We have used Future Life for a number of years and found their advice in all areas, whether it is on a personal or business level, to be very professional. I must also comment that all the staff are friendly, knowledgeable and excellent to deal with, which is obviously an influence from the top down."
Testimonial By: KS, Finance Director
"I and my co-director have recently had advice from Jill in relation to ideas we had about an exit strategy - she helped us enormously to ‘think outside the box’. Her reassurances that we were on the right pathway were very comforting. She has a very friendly, but professional and no-nonsense approach and explains matters very well, so that we were able to understand complex financial issues."
Testimonial By: CM, Company Director
"Jill and the team were fantastic and helped me secure my future. I now have great peace of mind and the service and knowledge that they showed was incredible. My only regret is that I didn't speak to them earlier."
Testimonial By: RW, Executive Director
“Jill Thomas at Future Life came highly recommended to me by a successful businessman in Sheffield. Jill is extremely friendly, pragmatic and completely on top of her game. The fact that I am based in Liverpool has made no difference to the level of service that the firm has been able to provide. I have recommended her to fellow professionals."
Testimonial By: CT, Solicitor
Future Life Wealth
54 Ravenshorn Way,
Renishaw, Sheffield S21 3WY
+44 (0) 1246 435 996
Monday - Friday 8.30am - 5.00pm
Future Life Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority
The Financial Conduct Authority does not regulate taxation & trust advice
We are entered on the The Financial Conduct Register No 509960 at www.fca.org.uk/register
The Financial Ombudsman service can be found at www.financial-ombudsman.org.uk
Registered in England No. 07036892 Reg. Address: Future House, 54 Ravenshorn Way, Renishaw, Sheffield S21 3WY
The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
The value of your investment can go down as well as up and you may not get back the full amount invested.
Your home is at risk if you do not keep up with your mortgage repayments.
Equity release is a lifetime mortgage or home reversion plan. To understand the features and risks please ask for a personalised illustration.
We do not offer advice in relation to home reversion plans.
The tax observations contained in this website are made in good faith and are based on our understanding of current Revenue and Customs regulations. We cannot accept any responsibility for any future regulation that may retrospectively happen.