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Building a path for your family's future
Practical, personal financial planning for professional families - helping you to balance the demands on your money and your time.
Who we help
Our financial planning services are focused on:
We help time-pressed professional families as they build their careers to create a robust financial future and be prepared for whatever life throws at them.
Professional Families
We work with busy professional women to create a plan for their financial future which provides clarity and confidence - and will be there alongside to make sure things stay on track.
Professional Women
We help families across two or more generations to plan for the financial security of their whole family in a practical and meaningful way.
Multi-Generational Families
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What's on your mind?
We can help you to address the following challenges:
I'm too busy
I need to protect my family
"I know I need to sort out financial stuff but it always drops down the list because I'm so busy with work and family"
"I have children and need to make sure that my family's future is protected, whatever happens"
I don't know if I'm making the right choices
"I need help from someone I can really trust to be focused on what's best for me"
I'm earning good money, but my career has taken over my life
"Can I afford to do something else, or work differently, so that I can spend time doing things I really love?"
What we stand for...
Working with a financial planner is a big decision. It’s critical that you are able to build a long-term relationship with someone who understands your situation, empowers you with the confidence to make big life decisions - and who you can trust to always put your needs first.
Here are a few reasons why you might choose us to help you on your financial FuturePath:
We’re proudly committed to absolute independence
Our entire financial planning approach (and fee structure) ensures that we are totally focused on one thing only – getting the right result for you.
There are absolutely no conflicts of interest - and with over 20 years of experience in professional services, in our view there's no other way to operate.
We treat every client as a true individual
There is no “one-size fits all” approach to financial planning with us.
Understanding you and your unique situation and how we can help you to achieve you and your family’s aspirations is our focus.
We’re true believers in helping you to achieve financial wellbeing
There’s a great deal of research that demonstrates that money itself doesn’t make us happy – it’s how we use it that matters.
As members of the Institute for Financial Wellbeing (IFW), we are committed to the principle that one of the key roles of a financial planner is to help clients to become more fulfilled, not just wealthier.
We believe that simplicity and clarity is key
Life is complicated enough and we don’t believe in over-complicating your finances too.
We keep things simple, remove the jargon, and make sure that you know exactly where you stand and feel fully in control.
We are a member of the ValidPath network, recently ranked as one of the top IFA Networks in the FTAdviser Top 100 Financial Advisers 2022. ValidPath is committed to supporting its member firms to provide entirely independent financial advice. Working with FuturePath gives you the best of both worlds: a dedicated financial planner focused on you and your needs, backed by some of the best technology, insights and regulatory support available.
You deserve to feel that your family has a clear way forward.
We are by your side to relieve the load of making this happen.
Our process
Our financial planning process is a simple 4-stage journey:
1
2
3
4
Meet
We'll meet (at a time and place that works for you) so that we can understand more about you, your aspirations and what's on your mind.
Map
After collating some hard facts, using cashflow modelling and considering various scenarios, we will map out a plan for your financial future - your FuturePath.
Make it happen
Once your financial FuturePath is agreed, we'll start to implement the key steps required. We'll push this forward to make sure it happens, and keep all parties accountable to their agreed actions.
Monitor
Life will happen, and it's natural that things might wander off path. Through regular reviews and contact, we'll work with you to ensure that you stay on track, or change course if necessary.
Meet your financial planner:
Sue Back
Director
As a Chartered Accountant with a successful career of more than 20 years working in global professional services firms, I have reached the point in my career where I am able to combine my professional experience with a lifelong passion for personal finance and a desire to make a direct difference to people's lives - part of my own FuturePath.
My background in the "Big Four" means that my personal integrity and professionalism means everything to me. This is reflected in my fixed-fee structure which means that you can be assured of the absolute independence of my advice, free of any conflicts of interest. My only priority is helping you to achieve the financial security you need to to achieve the life you want - your FuturePath.
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