our team
MEET OUR DIRECTORS
About
I joined Future Perfect in 2010 as a Financial Adviser and I am now honored and privileged to be one of 3 directors at Future Perfect. I was previously an adviser at Coventry Building Society and Halifax and have over 17 years’ experience in advising clients on their finances. I am very passionate about helping clients throughout their financial life.
Myself and my team at Future Perfect provide face to face financial advice that is simple, clear, and easy to understand.
I’m friendly, honest, and put service to my clients at the top of my list. I will talk through your options and tell you what is in your best interests and leave out the jargon. I place a heavy emphasis on long term meaningful relationships with my clients and that’s why most of my business is through referrals.
I have a strong and proven track record, so if you have any questions, please just ask! Or better yet speak to the many individuals and businesses I have helped through their Finances over many years.
What Kyle’s clients think…
“I have been using Kyle Adams from Future Perfect for a number of years. The advice given is always in an easily understandable way so that I can make the right decision for myself.”
“Kyle Adams has been my financial adviser for a number of years and I find him honest and realistic in the advice he provides.”
About
Since 2008, my goal has been to simplify people’s financial journeys. As a Chartered Financial Planner accredited by the Chartered Insurance Institute, I provide clarity and direction tailored to your unique situation.
Financial planning is about making informed choices that align with your ambitions, and I’ll support you to ensure you achieve your financial goals without overwhelming you with information.
I understand the value of your time, so I make the planning process as efficient as possible by providing advice that offers tangible benefits, from optimising investments to planning your retirement.
Financial planning is a journey, and I’m here to offer tailored guidance and the tools you need to navigate it profitably. It’s about reaching financial milestones that fit around your life and move you towards the future you want.
I enjoy spending time with family and being outdoors when I’m not working. I love biking and walking and have participated in many charity challenges. One of my most memorable experiences was biking across Costa Rica!
If you seek a financial planner who prioritises clear communication and delivers results.
What Mike’s clients think…
“I have used future perfect on a number of occasions for different financial packages including mortgage, life insurance and pensions. Mike Mullen has been a great help with all of these and I cannot recommend him and future perfect enough.”
“I have been using this Financial Service for many years, and have always found their services to be reliable and totally trustworthy. My own adviser, Michael Mullen-Hughes, has always been totally clear and open with me about my personal finances, and is very easy to talk to when I need explanations or advice, being courteous and highly professional while at the same time having a personal connection too. I remain highly satisfied with the sound advice I was given at the start and continue to be given, and would wholeheartedly recommend this company and this particular adviser.”
FINANCIAL ADVISERS
About
I began my career with Future Perfect as a member of the Client Relationship Management team, shortly after completing my university studies in Business Management and Economics, where I graduated with First Class Honours. I was soon promoted to Head of Client Relationship Management while simultaneously pursuing the Diploma in Regulated Financial Planning.
Since qualifying as a Financial Adviser, I have been dedicated to helping clients plan for their future through tailored income strategies and holistic financial planning. I take great pride in building strong relationships and find it deeply rewarding to support clients in achieving their financial objectives.
My approach is collaborative and client-focused, ensuring each financial plan is aligned with individual needs and long-term goals. I specialise in investment and retirement planning, personal protection planning, and business protection strategies.
What Keelan’s clients think…
“Excellent advice from Keelan, everything explained so well, easy to understand and straight forward.”
About
As a Financial Adviser I recognise the importance that finance plays in enabling people to reach their life goals. Therefore, what I enjoy the most in my role is creating bespoke financial plans to help people achieve such goals. I look to do this by developing long term relationships with clients to help them throughout their financial journey, in a collaborative manner whereby the client’s needs come first.
I work with a variety of people with varying levels of income and wealth, covering a wide range of areas such as protecting and building wealth, and retirement planning.
Outside of work I enjoy watching and playing sports, particularly football, or I least try to play football is probably a more appropriate way or wording it nowadays.
Laurence Scott
About
I am licenced to discuss Mortgages and Financial Protection as well as Pensions and Investments. I am therefore able to offer a Holistic service whereby a client can bring any financial matters to me with confidence that I will be able to make a suitable recommendation and lay down a positive course of action.
Outside of work, I am married with a daughter and we love to travel to new destinations – always looking for our next adventure!
What Laurence’s clients think…
“Our Mortgage and Financial Adviser Laurence Scott, helped us secure a new mortgage, in order to purchase the remaining 50% of our shared ownership property.”
“Got to know me and my circumstances. Really knowledgeable. Promptly responds to queries and helpful throughout the process”
About
I joined Future Perfect in 2013 as a Financial Adviser.
I have multiple licenses including mortgages, pensions and specialist investments. I have always followed one simple rule when advising and that is to treat every client like they are a member of my family. I tend to specialise in advising company directors with their complex requirements. I also help many clients with inheritance tax planning.
Outside of work, I am a family man with two children.. I enjoy travelling, football and cooking.
What Dan’s clients think…
“Dan at Future Perfect is a top mortgage adviser. He’s patient, meticulous and explains things very well. He researches and delivers every time. Would definitely recommend speaking with Dan for your mortgage needs.”
“Running a small business in tandem with a growing family, is not easy, Dan has be so helpful in all aspects of financial advice over several years, many thanks”
About
Prior to this I worked in the Biotechnology industry, but decided to retrain and began studying in my spare time. Initially I studied Accounting, but made the switch to Advising when I realised that the biggest motivator for me as a person was getting out and about, meeting and helping people individually. Its certainly true that for an Adviser, every day is different!
My main areas of expertise are pensions & investments, retirement planning and financial protection (critical illness cover, life insurance, income protection). But I don’t restrict myself to specific areas of planning or particular client demographics. I enjoy finding out about what is important to my clients – their situations, challenges, aims and goals and putting together the best solutions for them.
What Andrew’s clients think…
“I have had the pleasure of being looked after by Andrew Dix, Andrew has kept in touch regularly and gave me the reassurance I personally needed.”
“Andrew Dix has been my trusted, go-to adviser at Future Perfect for a number of years. He is courteous and knowledgeable. I particularly appreciate the care he takes to recommend suitable products based on my needs.”
About
I understand the role trust plays; particularly when it comes to money. Therefore, my focus is on building genuine, trusting and honest relationships with my clients. I will be there to expertly advise and guide you at every financial step of the way, throughout your career and into a happy retirement.
I enjoy helping to navigate complex areas such as inheritance tax planning (IHT) with full inter-generational meetings supported.
My specialist areas are Investments, Pensions, Protection, General Insurance and Business Protection.
What Mark’s clients think…
“Mark has been really professional in his approach towards introducing me to investing. He has answered all queries in a simple manner.”
“Mark Firkin was very easy to work with and took the time to fully explain any queries I had.”
About
My goal is to help support individuals and families to achieve their financial goals, as well as protecting what is important now. I am licensed in pensions, investments and protection which means my relationships with my clients is covered from almost all angles.
I believe that the process from start to finish is collaborative and inclusive of the client’s thoughts and goals. It is important that there is trust, integrity and honesty in creating the best recommendation possible.
I enjoy thinking outside the box and coming up with solutions that are structured for short-, medium- and long-term needs.
Steph McMahon
Financial Adviser
What Steph’s clients think…
“Steph has been a really helpful and knowledgeable adviser. She has made it easy for me to understand my pension pots in a fun and relaxed way! “
“I have had the pleasure of Steph looking after me who is an excellent asset to the financial advising team and has worked really hard with me to listen to my needs and respects them well.”
About
I joined Future Perfect in 2015 after having worked as a financial adviser with Halifax bank since 2008, so I have lots of experience helping people with their finances in many different ways, making sure that my clients receive the very best solution to their needs that fits them as best as possible is key to making sure that their money works as hard as possible for them.
I enjoy working with people from all different backgrounds and experiences and always endeavour to make things as clear as possible without using jargon. As a pensions and investment specialist I find it rewarding to help people reach their financial goals and help them focus on what’s important to them.
About
I began my journey with Future Perfect in January 2023 as part of the Wealth Servicing team, where I spent over 18 months supporting pre- and post-review processes while completing my RO1, RO5, and CF6 exams to qualify as a mortgage advisor.
Today, as a Mortgage & Protection Advisor, I’m dedicated to delivering a tailored service that guides clients through the homebuying and remortgaging process with confidence and ease. My six years of experience in conveyancing have given me a deep understanding of the property market and the homebuying journey, as well as strong relationships with solicitors and estate agents – expertise that I bring to every client interaction in my current role.
About
Since then, I have proven to be apt at helping self-employed, directors and professionals set up and plan for their long-term financial goals.
My mantra is regular communication to ensure retirement and investment plans that are tailor made for my clients.
What James’ clients think…
“James Price is incredible he continues to reassure us and visiting us at home is never a tall ask he’s always there and has been for years now. Thanks so much highly recommend James”
SUPPORTING STAFF
