About FutureFunds
Our Story
Founded in the heart of London, FutureFunds was established with a single vision—to build enduring relationships by offering honest, insightful financial guidance. We grew from a passionate team of financial strategists who recognized the need for transparency, client advocacy, and unwavering stability in the world of wealth management.
Mission: We exist to empower individuals and families to take control of their financial destinies, guided by integrity and trust at every step.
Vision: To set the benchmark in ethical and effective financial solutions, helping our clients build, secure, and enjoy their wealth now and for generations to come.
Meet Our Experts
James Carter, CFA
Managing Director & Lead Advisor. With two decades of expertise in asset management, James specializes in complex financial planning tailored to each client's long-term success.
Olivia Bennett, CFP
Director of Retirement Solutions. Olivia combines strategic insight with a deep commitment to client education, ensuring your retirement planning is secure and stress-free.
Michael Wong, MSc, IMC
Head of Investment Research. Michael's analytical approach ensures each portfolio is balanced for growth and stability, informed by global market trends.
Sophie Evans, DipPFS
Client Relationship Manager. Sophie leads our advisory team in client support, known for her attentive service and deep financial knowledge.
Professional Qualifications
- CFA® Charterholders
- CFP® Certified Professionals
- Chartered Members of CISI
- Regulated by the Financial Conduct Authority (FCA)
Our Values
- Integrity: We act in your best interest at all times, upholding the highest ethical standards.
- Transparency: Clarity in every action, from planning fees to investment decisions.
- Client Focus: Your needs, ambitions, and feedback guide everything we do.