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Jillian Thomas
FUNDS UNDER ADVICE
£250m
FEE-EARNING ADVISERS
2
NUMBER OF CLIENTS
450
Future Life Wealth Management

Future Life Wealth Management is based in Sheffield. It offers 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, widowers and retirees.

Established in 2009, the firm looked to create a new breed of financial consultancy based on class-leading standards of customer-focus, integrity and transparency. Over 11 years, the business has organically grown and has used PR to establish the brand within the region. YouTube series Future Life TV was established during the pandemic to give access to voices who would usually not be heard.  

Eight years ago, a joint venture with a multi-disciplined legal firm was established. This relationship has flourished, and Futural Life supports the legal firms’ clients on diverse requirements such as inheritance tax planning, corporate planning and personal injury settlements.

The practice thrives in supporting those who wish to start a career in financial services, growing them through an apprentice scheme, backing their education into the Chartered Insurance Institute education programmes.

Other notable employees are the three office dogs, Barney, Elmo and Vincent, more commonly known as the barketing department.