Futurewise Accountancy Clients: Finance Advice From a Team That Already Knows You
Futurewise Accountancy already looks after your numbers. Futurewise Finance can use that understanding to arrange your mortgage, business finance or protection faster, and with far less paperwork.
No Starting From Scratch
When you approach a broker who does not know you, the first few weeks are often spent gathering documents, explaining how your business works and answering questions about your income. For self-employed people and company directors, that can be the most frustrating part of the process.
As a Futurewise Accountancy client, much of that groundwork is already done. Our accountancy colleagues prepare your accounts and tax returns, so they understand your income and how it has changed over time. With your permission, we can securely access the information we need, saving you time and reducing the chance of inconsistencies that slow applications down.
One Group, Every Part of Your Finances
Mortgages
Business finance
Limited company property investing
Protection
Plan Your Accounts and Finance Together
Because we work alongside your accountant, we can plan the timing of your application around your accounts. If your next year’s figures are likely to be stronger, we can tell you whether waiting would improve your options, and your accountant can help you prepare them promptly. That kind of coordination is rarely possible when your broker and accountant work separately.
Always With Your Permission
Futurewise Finance and Futurewise Accountancy are separate companies. We only share your information between them with your explicit consent, and you are always free to use a different broker or accountant. [CONFIRM DATA-SHARING WORDING WITH THE CLIENT AND ALIGN WITH BOTH COMPANIES’ PRIVACY POLICIES.]
Frequently Asked Questions
Do I have to use Futurewise Finance because I am an accountancy client?
No. It is entirely your choice. We simply aim to make the process easier if you do.
Is there a discount for accountancy clients?
[CONFIRM WHETHER ANY CLIENT OFFER APPLIES; REMOVE THIS FAQ IF NOT.]
Explore more of what we offer
First-Time Buyers
Home Movers and Remortgagers
Landlords and Portfolio Investors
Working With Us Remotely
Free initial consultation
A short call or video meeting to understand what you want to achieve and what your finances look like.
Online meetings
Talk to your adviser by video or phone at a time that suits you, including [EVENINGS / WEEKENDS, CONFIRM].
Secure document upload
Send payslips, bank statements and accounts through our encrypted portal the moment you have them.
Electronic ID verification
Confirm your identity online in minutes.
E-signatures
Sign your paperwork digitally, from your phone if you like.