Sanjay Badhan
Managing Director @Future Planning
Signup · Get unlimited contacts
WORK HISTORY
Managing Director @Future Planning
Providing independent financial advice and planning to clients helping achieve and maintain financial freedom. We develop strong and lasting relationships based on trust and honesty, with clients enjoying increased value. Our knowledge, expertise and market leading systems are used to help you enjoy life without worrying about money. We pledge to always tell the truth to clients and focus on you and your goals, while keeping things simple and transparent.
EDUCATION
Chartered Insurance Institute
Financial Planning and Services
ABOUT SANJAY BADHAN
As the Managing Director of Future Planning, I provide independent financial advice and planning to clients who want to achieve and maintain financial freedom. I have over 20 years of experience in the financial services industry, and we take privacy seriously, as evidenced by holding the Cyber Essentials certification issued by The IASME Consortium Ltd.My core competencies are retirement, drawdown, pensions, investments, tax and trusts, business planning and mortgages. I specialise in working with higher-earning employees and business owners to help them reduce taxes and plan exit strategies. I develop strong and lasting relationships based on being transparent, approachable, knowledgeable and building trust.I use my knowledge and expertise to help clients enjoy life without worrying about money and making smarter financial decisions. Thanks to our systems, we have no geographical constraints with where our clients reside.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.