Sheffield financial planners expand

16 July 2018

Sheffield based Future Life Wealth Management has appointed a new financial planning administrator.

Twenty-year-old Matthew Dack joins Future Life from Santander, where he was a customer service adviser.

Matthew, who is from Bolsover, will be studying towards a diploma in Financial Planning.

Managing director Jillian Thomas, who is also a past president of Sheffield Chamber of Commerce, said: “Matthew is a great addition to the team and will help us continue to give the best service we can to our clients.

“The average age of financial planners is 57, so we have got to bring through the new blood or there will be nobody left in the industry in a few years’ time.”                                                                       

Matthew said: “I am really excited to be joining such a prestigious firm and one that obviously cares about its staff and trains them. It’s a really friendly place and I have settled in already.”

Future Life Wealth Management is based in Renishaw and offers a bespoke financial planning service to generators and receivers of wealth.

In 2013, 2014, 2015, 2016 and 2017, Future Life was listed in the New Model Advisor Top 100, which recognises financial planners for their qualifications, income and commitment.

Notes to editor

Attached photograph shows Matthew Dack.

Jill Thomas can be contacted on 01246 435 996 or jill@wealthmanagement.uk.com

For more information about Future Life go to www.wealthmanagement.com

Additional media contact: Kate Betts on 01226 766900 or at kate@capitalbmedia.co.uk

This press release was prepared by Capital B Media, a public relations and media training agency based in Sheffield, South Yorkshire. For more information, please visit www.capitalbmedia.co.uk.

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