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Anil Badhan

Future Planning Wealth Management

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I have worked in finances for over ten years, working for well-known institutions, including Halifax and Nationwide. Today, I enjoy working at Future Planning providing impartial and comprehensive advice. By taking the time to understand what clients wish to get out of life and through detailed planning, I can show them if they are on track and how to remain so. This may involve reviewing the suitability of their assets, like their pensions, investments and mortgages, and providing tailored recommendations. In doing so, they benefit from increased tax efficiency, financial independence, better financial security and peace of mind, inevitably giving them and their family an optimised lifestyle and reducing their worries. I strongly believe in only working with clients I can add value to.

Location: 54 Devizes Road, SN1 4BG

Qualifications:

LIBF - Certificate in Regulated Equity Release (CeRER) LIBF - Financial Services, Regulation & Ethics LIBF - Diploma for Financial Advisors (DipFA) LIBF - Certificate in Mortgage Advice and Practice (CeMAP) LIBF - Certificate in Regulated Equity Release (CeRER) LIBF - Level 6 Pension Transfers LIBF - Level 6 Managing Investments LIBF - Level 6 Taxation, Trusts and Tax Compliance LIBF - Long Term Care and Later Life Planning (CertLTCP)

FCA Registration Number: 705061

Regulations:

Future Planning Wealth Management Ltd, which is registered in England & Wales number: 09566818. Authorised and regulated by the Financial Conduct Authority (FCA); FSR number: 705061. Future Planning Mortgages is a trading style of Future Planning Wealth Management Ltd. Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage. We give clients the option to pay for mortgage advice by fee rather than commission. Equity Release refers to lifetime mortgages. To understand the features and risks, ask for a personalised illustration. The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted atacustomer in the UK.

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