Financial Planning
Cashflow Forecasting · Lifestyle-Based Planning · Personal Goal Setting · Stock Option and Compensation Advice · Debt Restructuring
Wealth & Retirement Planning
Investment Strategies · Pension Planning and Consolidation · Additional Voluntary Contributions (AVC’s) · Tax-Efficient Retirement Plans · Targeted Savings Strategies
Protecting What Matters
Life Cover · Income Protection · Serious Illness Cover · Family and Income Security
Life & Career Transitions
The What If’s · Career Change or Break · Early Retirement Planning · Relocation Support · Starting A Business · Lifestyle Realignment
Redundancy Financial Planning
Severance Strategy · Tax Implications · Pension Entitlements · Income Protection · Financial Roadmap for What’s Next
Planning Your Legacy
Estate And Inheritance Planning · Wealth Transfer Strategy · Succession Support · Long-Term Structuring For Families And Future Generations
Support For Employers & HR
Group Protection and Pension Schemes · Bespoke Financial Education Workshops and Employee Benefits Support
The initial financial review with Curran Futures was quite an eyeopener. The fact that they spent a considerable amount of time trying to elaborate our life goals rather than to sell us products was very refreshing. It was obvious Ross has a deep understanding of the various investment strategies we discussed but still he did not shy away from investigating the details we queried. We found his advice very sound and we've developed a level of trust that has meant we have recommended Curran Futures to others. The team were responsive and flexible when it came to implementing our plan. Overall it felt like starting a long-term relationship which we hope will see our continued financial health for years to come.
Navigating finance can be overwhelming, and Curran Futures impressed me with their profound market understanding and genuine grasp of my unique financial goals and risk tolerance. Their seamless and productive approach translated intricate concepts into clear, actionable insights – exactly what I needed. I highly recommend them (and have done so to multiple colleagues) to anyone seeking knowledgeable, proactive, and supportive finance planners, particularly those in demanding fields who value clear communication and tailored advice.
As a tech worker impacted by layoffs, I was glad to have my finances and investments in order with Ross and team. When the news landed, it was reassuring to know that we had taken the steps to ensure our family's security. Further, the team was brilliantly positioned to help me make the right decisions with regards to redundancy payments, planning for next steps and even starting my own business.
Great advice from Ross and his team at every step of the way. For someone like me not financially savvy he guided me through the process right from the beginning. His knowledge and professionalism are his strong points and I cannot recommend him highly enough.
Curran Futures has been an incredible partner in enhancing my knowledge and understanding of my finances. The depth and breath of their knowledge gave me real security and comfort over the years we have worked together. Their expertise helped me better understand my pensions and investments. They helped me diversify my portfolio by investing not only in stocks but also in local entrepreneurs. They also helped me better leverage my mortgage and have introduced me to other professionals when I needed assistance in other areas. In addition they are a really wonderful group of people to work with.
My wife and I have been working with Ross and team for several years and I would highly recommend them. They provide a personable and holistic solution to financial planning with lots of rich and thought-provoking discussions along the way. The biggest benefit for me has been peace of mind on our financial future. The team have also been very helpful when making key life decisions such as relocations, job changes etc.
We have been working with Ross and the Curran Futures Team for 3 years now to plan for our early retirement. Financial planning is scary, you are not quite sure where you stand, have you done enough already, can you do more, and having the confidence to take advice on what to do with your hard earned cash! Curran Futures provide a highly professional and personalised service, they have really helped us to achieve our financial goals and optimise our opportunities, even in that short period of time. We look forward to continue to work with Curran Futures and are only sorry we did not take the ‘leap’ sooner!
The comfort of having a financial plan in place and *knowing* with confidence you're secure in later life is priceless. Thanks to all at Curran Futures!
I've been working with Curran Futures since 2019 and can highly recommend their financial planning services. The team is highly professional, data driven, and very personalized. You don't feel like a number but get individualized service and a very responsive team that will proactively adapt to changing life goals.
Working with Louise and Ross at Curran Financial has been total game changer for us. We have clear line of sight on our financial future and actual options to get there. The entire process was smooth, thorough, insightful and most importantly reassuring
As the sole earner for my family, I felt the pressure not just to earn now but to continue earning into the future. Working with Ross and team, they helped us re-organise our finances, insurance policies and investments to ensure we are safe and secure into the future. This gave me peace of mind and led to better performance at work and success over time.