Sanjay Badhan

Sanjay Badhan

Future Planning

Minimum savings/pensions: Over £250,000

Minimum mortgage: Any amount

0330 038 8939
Based in Swindon
View location

Verified since: December, 2014

4.9 out of 5

93 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 07 April 2025

    Sanjay and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • Recent Client Reviews

    Sanjay has not received any reviews in the last 12 months

    Sanjay has not received any client reviews in the past 12 months

  • Independent Financial Adviser

    Last checked: 02 April 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 5

    Qualifications Uploaded

    5 qualification certificates available to view

    Sanjay has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Sanjay has provided information on their typical fees

    Sanjay has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 24

    Positive First Impressions

    96% of users who are not yet clients had a positive first experience with Sanjay

    96% of VouchedFor users have had a positive (4 or 5 star) first experience with Sanjay (based on 24 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 07 April 2025

    Sanjay and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • Recent Client Reviews

    Sanjay has not received any reviews in the last 12 months

    Sanjay has not received any client reviews in the past 12 months

  • Independent Financial Adviser

    Last checked: 02 April 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 5

    Qualifications Uploaded

    5 qualification certificates available to view

    Sanjay has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Sanjay has provided information on their typical fees

    Sanjay has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 24

    Positive First Impressions

    96% of users who are not yet clients had a positive first experience with Sanjay

    96% of VouchedFor users have had a positive (4 or 5 star) first experience with Sanjay (based on 24 first impressions)

I help remove uncertainty and worry for every client, helping them to enjoy a better life. I take the time to understand your goals and what is important to you, providing a safe pair of hands and not using jargon when explaining things. Away from work, I enjoy long dog walks, hiking, sailing, and spending time with family and friends. At Future Planning, we pledge to always only ever tell the truth to clients and to deliver better value, choice and results. We enjoy being proactive in our community and sponsoring local charities. Being independent means, unlike others, I refuse to operate based on selling products. This refreshing approach means that you are under no pressure, and I can focus on achieving the right outcome. If you don't need to make any changes, then I will tell you. With over 15 years of experience helping individuals and families reach their financial goals, Future Planning offers a wealth of knowledge and expertise, including advice on Retirement Planning, Trust and Estate Planning, Wealth Management, Business Services, Tax Planning, Mortgages & Protection and other areas. There is a clear and transparent charging structure, and I aim to deliver first-class service every time. Please read reviews here and on Trustpilot, and also the client testimonial videos on the website that you may find helpful. I work with various clients, with the key joint aim of enjoying a less complicated and worrying life. By working with you, I can show when you can enjoy life doing everything you wish to without the fear of running out of money. As a potential client, you can look forward to a relaxed face-to-face meeting either in our lovely central office or over a Teams meeting. I enjoy strong working relationships with individuals, businesses and company directors. Should you wish to arrange an initial consultation or have questions, I am happy to answer them at no cost. Clients come from all walks of life, and thus there is no restriction on where clients reside.

Offers available through VouchedFor

Contact Sanjay through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Sanjay's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

Household income

Mortgage value

Savings

Clients' level of financial expertise

Reviews of Sanjay

Are you a client of Sanjay? Write your own review

No reviews matching your filter selections.

VouchedFor Disclaimer

Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.

Adviser Disclaimer

Whilst I believe this advert truly reflects the services offered please understand I often refer specialised queries to other advisers within the network of contacts. Sanjay Badhan is managing director and owner of Future Planning, T/A Future Planning Wealth Management Limited, which is registered in England and Wales number: 09566818. Authorised and regulated by the Financial Conduct Authority. FSR number 705061. Registered Head Office: Future Planning Wealth Management Limited, 54 Devizes Road, Swindon, Wiltshire, SN1 1SD. Investments can fluctuate in value and investors may not get back the amount they invest. Tax treatment is dependent upon individual circumstances and may be subject to change in the future. Non-investment protection contracts We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers. Mortgages We will advise and make a recommendation for you after we have assessed your needs. Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage. We give clients the option to pay for mortgage advice by fee rather than commission. Equity Release refers to lifetime mortgages. To understand the features and risks, ask for a personalised illustration. The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customer in the UK.