FUTURE ASSET MANAGEMENT - Key Persons

David Wingar

Job Titles:
  • Staff Member

Graham Wingar

Job Titles:
  • Partner
Qualifications Certified Financial Planner Chartered MCSI Chartered Wealth Manager Pension Transfer Specialist CII Diploma in Regulated Financial Planning CISI Level 6 Diploma in Financial Planning Certificate in Equity Release Certificate in Mortgage Advice Certificate in Long Term Care Insurance Graham was awarded CISI Financial Planning Professional of the year for 2018 after a rigorous process of case studies and interviews by the professional body. Graham joined the company in April 2010, primarily as a Mortgage Adviser. In 2011, he achieved his Diploma in Financial Services to become a financial adviser, also qualifying in Long Term Care advice. In 2016, Graham achieved Certified Financial Planner status followed by the Chartered Wealth Manager Status. In his capacity as partner, he has already shown great enthusiasm and input into the business and relishes achieving good results. Graham predominantly deals with retirement and pension planning on behalf of individuals.

Louise Park

Louise joined the company in November 2006, primarily to assist Nicola in new business processing. Louise has since gained valuable experience and enhanced skills in data management, organisational processes and customer service. As new business administrator, Louise's friendly communicative approach to her work ensures a smooth and speedy process for all new business from application to inception, liaising with clients and product providers at every step. Louise also uses her many administration skills to assist Nicola in general office duties and is considered a valuable member of the team whose work ethic is appreciated at all times.

Nicola Wingar

Job Titles:
  • Partner
Qualifications HND in Business Studies CF1 - UK Financial Services, Regulation & Ethics

Tim Mogford

Job Titles:
  • Financial Adviser
Qualifications BA (Hons) Economics R01 - Financial Services, Regulation & Ethics R02 - Investment Principles & Risk R03 - Personal Taxation R04 - Pensions & Retirement Planning R05 - Financial Protection R06 - Financial Planning Practice CF6 - Mortgage Advice Certificate in Mortgage Advice Diploma in Regulated Financial Planning