A Sheffield financial management company is celebrating its fourth birthday with a 30 per cent increase in turnover and plans to take on more staff.
Future Life Wealth Management was set up in February 2010 by Jillian Thomas to offer a bespoke financial planning service to generators and receivers of wealth, such as business owners and retirees.
Based at the stable block at Renishaw Hall, the company’s turnover has increased 30 per cent each year and staff numbers have gradually increased. In 2014 there are plans to take on another adviser and an apprentice, bringing the total number of staff to eight.
Jillian, who is junior vice president of Sheffield Chamber of Commerce and Industry, said:
“I set the company up in the middle of a global financial crisis, but I believed it would work, because I took the time to plan carefully.
“This has certainly paid dividends with the success of the company.
“Our approach is to spend time with our clients and give them the best service possible.
“That way we build a long term relationship which really works for both sides. Currently about 70 per cent of our income is recurring income, which is high for the industry.”
Future Life was named among the top 100 financial advisers in the country in 2013.
The New Model Adviser Top 100 recognises firms for their qualifications, income and commitment.
The company offers financial planning to everyone from business owners, executives and professionals to inheritors, divorcees, widows and retirees.
In March 2013 Future Life created a joint venture with Banner Jones Limited, a legal practice based in north east Derbyshire and South Yorkshire.