Positive Reviews Summary: Customers appreciate Future Values Estate & Financial Planning for their personalized and responsive approach. The team is highly knowledgeable and professional, providing sound advice based on individual values and goals. They are praised for their expertise, transparency, and ability to answer questions. Clients find comfort in the team's care and attention to their financial well-being, and appreciate that the company offers financial planning and products that align with their values. Overall, Future Values is regarded as a competent and trustworthy partner in helping individuals achieve their financial goals. Unique Facts about Future Values Estate & Financial Planning: 1. The company has been in operation for over 16 years. 2. The team is highly recommended by previous and existing clients, with some relationships lasting for nearly 20 years. 3. Future Values offers environmentally aware, social governance aware, and charity aware investing options. 4. The company has helped clients navigate through financial crises, such as the 2008 financial crash and the COVID-19 pandemic. Business Specialty: Future Values Estate & Financial Planning specializes in creating customized financial plans that align with individuals' values and help them achieve financial independence, social and family legacy, responsible investing, and philanthropy. They cater to business owners and professionals who seek to align their financial goals with their personal values, providing comprehensive guidance and support throughout the decision-making process. With their personalized approach, expertise, and commitment to client goals, Future Values has established a strong reputation in the industry.