Thanks to David and the team at Futurity who helped us introduce a group pension scheme. The service they provided was excellent – professional and personal. They worked with every member of staff to ensure individual requirements were met.

Barlochan House

 

Futurity researched the market thoroughly and used their extensive industry experience to negotiate a better group pension scheme for our staff. they have guided us through the transfer and gained the trust of our employees.

Omnicare

 

When we were first introduced to David, the business and directors had no focused financial strategy. Thanks to him, we now have a clear direction with regards to succession, pensions, financial planning and investment. I would have no hesitation in recommending Futurity Financial Services Ltd.

Sony Centres, Edinburgh

Before selecting a Financial Adviser we had discussed our finances with a few other advisers, but from our first meeting with Futurity it was apparent that their depth of knowledge far exceeded that of others we had spoken with.

They have now gone on to be our Financial Advisers for over five years!

Futurity took time to listen to us, getting to know us, what our priorities were and our hopes for our family’s future. They took the whole picture into account.

We never felt as though they were working towards their own agenda as other Financial Advisers had done. We also felt in control. It was clear we had many options and that an important factor was selecting those we felt most comfortable with. That they managed this while not overwhelming us with jargon, rushing us or confusing us was a real skill.

Lately, we have had decisions to make over pensions. Again, Futurity was able to outline our options, answer all our questions, plus a few we had not thought to ask. The end result was tailored to what we felt was right for us – with flexibility to make changes should we wish to.

All the various options available to us were presented in a professional but easy to understand manner, and guidance was available at all stages of what could have seemed a very complex process.

Futurity understands that to our business our financial fitness is not simply a matter of figures on a balance sheet – it’s far more complex than that. To feel secure, we have to have confidence that experts who truly care about our future are overseeing our investments. That’s Futurity.

Best Friends Veterinary Group

 

We first approached Futurity Financial Services Ltd when we heard about the impending government changes to workplace pensions. Futurity was enormously knowledgeable and professional in their approach. David took time to meet with all of our staff on a one to one basis, the feedback was great, and I am pleased that we now have the best pension provision in place for our staff and for the organisation. I would highly recommend Futurity Financial Services to any business.

Home Aid (charity)

 

 

 

I have dealt, over the years, with a number of different advisors in relation to both my business and my personal finance and, without doubt, David is the best of the lot. He has demonstrated an excellent understanding of both my financial needs and goals, and he continuously delivers his advice with these clearly in mind. I have complete confidence in him, and his professional abilities as well as his professional abilities, and I have always found his advice to be clear, relevant and prudent. I look forward to a long and fruitful relationship with David, and I have no hesitation in recommending him to others looking for trustworthy financial guidance.

Scott Gammie – Franchise Director Lexus

Having met David some 14 years ago in his professional capacity, he has continued to be the family’s advisor. He has become a good friend in the process and is always ready to assist.

Dr Sara Stevenson

 

I have known David Hand for nearly Ten Years, and I can best sum up this experience in three words: Expertise, Trust, and Service. He is always available to answer any queries quickly and as simply as possible, along with being very generous with his time. Over the years I have known David, I greatly value his experience and extensive knowledge in, however, above everything, I trust David in all the advice he has given me and would recommend him without giving it a second thought.

Robin Paling