Why Furnley House?
We created Furnley House because we saw that financial advice could be different
We've each witnessed the hardship caused by a lack of ethical money guidance - people close to us, struggling to pay for things like retirement or medical treatment, just because they never had the right person there to give good advice.
Furnley House is our answer. It's a real way to help people live the life they want. So here we are, ready and able to provide ethical and independent advice for you, your family and your business.
We are Different Because...
We're truly independent
Our advisers are completely free to choose what's best for you, and we have access to the whole market, so we can draw on the full range of different options.
Our team is highly qualified and between us, we have more than 150 years' experience as financial advisers. We've seen the good, the bad and the ugly, and we're determined to raise the bar for our profession.
We'll be frank with you
We want to show you what real transparent financial advice is like. We're entirely unbiased, and if doing nothing is your best option, we'll tell you.
We walk in your shoes
We make your goals our own, and do everything to give you the best possible experience on the way. We'll make sure everything is fast, simple and done on your terms. Our client testimonials say it all.
We take the long view
Our team is young enough to be with you for the long-term, planning ahead and anticipating your changing financial needs as you move through each stage of life.
We take it personally
It's about relationships, not products. We're looking to build a lifelong partnership with you and your family, as a trusted adviser you can turn to at any time.
How We Work
Being your financial planning partner makes for a particular way of working. Each of our advisers is able to draw on our wealth of in-house expertise, rather than relying on outsourcing. And if you give us a complex challenge, we’re likely to get together and challenge each other until we are sure we’ve got the solution that’s right for you. That way you get the full benefit of our combined expertise. We’ll explain everything clearly and only recommend what fits. If nothing is better than what you’ve already got we’ll tell you.
What to Expect
Above all expect a pleasant surprise. We work on your terms and do everything we can to give you the best possible experience.
Focused on You:
Step One: listening to you
Your Furnley House adviser will meet when and wherever suits you and spend time learning about your financial situation, your plans, your hopes and fears and how you feel about risk.
Step Two: a strategy for you
Our team will get together and talk through everything you’ve told us. We’ll explore the whole market and talk with specialist advisers if necessary to find the best combination of services and products, putting it all together in a personalised plan for you.
Step Three: talking it through
Your adviser will meet up with you again to share the plan and explain our recommendations for achieving your financial goals, taking time to make sure you’re clear and happy about what we’re proposing.
Step Four: wheels in motion
When you’re entirely happy we’ll do the legwork to make sure everything happens in a seamless and timely way. We’ll give you a report setting out our recommendations and your options, and agree with you what level of ongoing support will suit you best.
Step Five: the partnership continues
We’ll stay in touch to keep your plan up to date and make sure things work out over time, as circumstances change. And you can get in touch with your adviser anytime you need to talk.
What's an IFA
An Independent Financial Adviser or IFA is someone who’s professionally qualified to give unbiased guidance on financial matters and recommend suitable financial products from the whole of the market. In 2013 new rules were introduced, setting more stringent requirements for the profession and helping to make sure that all IFAs are properly qualified and in a position to offer truly independent advice.
Stefan FuraFinancial Planner
Stefan Fura | Senior Partner and IFA – LeicesterTogether with Neil Haley and John Woolhouse, Stefan is a founding partner of Furnley House.
He started his career in financial services working in a High Street Bank, but as his knowledge and experience grew, Stefan realised that he could offer his clients a better service if he were not tied to a limited number of specific providers.
Stefan takes an active part in developing the future of the Financial Services industry, with the trade press often seeking his opinion. Stefan is the Managing Director at Furnley House as well as a qualified IFA.
Stefan’s area of expertise is with more complex tax-planning and Occupational Pension transfer cases.
Neil HaleyFinancial Planner
Neil Haley | Senior Partner and IFA – LeicesterNeil has been a Financial Adviser since 1994 providing advice for both private and business clients.
Together with Stefan Fura and John Woolhouse, Neil helped create Furnley House in 2012. Neil believes that the key to successful advice is to establish a trusting relationship with clients over the long term.
In addition to investment and pension planning, Neil specialises in advising the elderly and vulnerable and is an accredited member of SOLLA (Society Of Later Life Advisers).
John WoolhouseFinancial Planner
John Woolhouse | Senior Partner and IFA – LeicesterJohn became a financial adviser in 2000 and for over 10 years enjoyed significant success in two High Street Banks.
John came to realise that offering independent advice offered his clients greater choices and options which should result in a better outcome.
Together with Stefan Fura and Neil Haley, John helped create Furnley House in 2012.
His aim is to offer clients a thoroughly professional and highly tailored service that puts them in a much better financial position.
Kevin DunnSenior Partner
Kevin Dunn | Senior Partner, Residential and Commercial Mortgage Advisor – LeicesterWorking in Financial services since 2008, Kevin joined Furnley House in 2013.
Initially working as a Mortgage and Protection adviser, Kevin now specialises in advising business clients in the area of employee benefits.
Whilst he is still involved with both Residential and Commercial Mortgages, Kevin has become more involved with workplace pensions and is accredited by Pensions Management Institute in the area of pension auto-enrolment.
George SimpsonFinancial Planner
George Simpson | IFA – Leamington SpaGeorge has been a Financial Adviser since the late 1980’s after leaving the military.
Joining Furnley House in 2014, George heads up our office in Leamington Spa, Warwickshire which opened in the Spring of 2016.
George has many long-standing and loyal clients but also enjoys the opportunity of helping new clients, predominantly with pension, investment and tax-planning. George is a great believer in helping clients to plan their financial future and, with his ongoing support and advice, to realise those aspirations.
Steve CollierFinancial Planner
Steve Collier | IFA – Leamington SpaAfter over 20 years as a financial adviser at a High Street Bank, Steve joined the Furnley House team in 2016.
Working alongside George Simpson, Steve provides advice for clients in the West Midlands. Steve is relishing the prospect of now being able to provide proper independent advice to his clients - and is delighted that he is in a position to offer a valuable ongoing advice service to help clients achieve their financial plans.
Paul ChadaFinancial Planner
Paul Chada | IFA – Northern IrelandPaul has been advising both private and business clients for over 10 years.
Paul joined Furnley House in 2015 as an IFA and now heads up our Northern Ireland Office, which he proudly opened in his home town of Magherafelt at the beginning of 2016.
Paul is dedicated to giving highly individual advice that is entirely focused on his clients’ specific circumstances and needs.
Gordon RodhamHead of Business Development
Gordon Rodham | Head of Business Development - LeicesterAs Head of Business Development, Gordon supports all of our offices and is responsible for working closely with our advice team and the ongoing development of how we engage with our professional connections.
He embraces coaching and is currently in the middle of sitting the CIPD accreditation a professional HR qualification focusing on enhancing peoples working environment.
Paul FazackerleyFinancial Planner
Paul Fazackerley | IFA – Leicester and NorthamptonshirePaul Fazackerley started his Banking career in 2004, becoming a financial adviser in 2008 dealing with both personal and business clients.
Whilst he is based in Northamptonshire, Paul has clients across the country.
Paul joined Furnley House in 2016 and has embraced the opportunity of offering impartial whole of market advice to his clients.
Robert SpencerFinancial Planner
Robert Spencer | IFA – LeicesterStarting his career in Financial Services in the 1980's, Robert became an IFA in 2002 so he could provide his clients with a wider range of products and services.
Rob considers himself to be a general practitioner, offering advice in all areas of financial planning.
With over 20 years' experience, Rob has built up a large number of long-standing and loyal clients.
Kayley BrantMortgages and Protection Advisor
Kayley Brant | Mortgages and Protection Advisor – LeicesterKayley specialises in providing bespoke, independent mortgage and protection advice for her clients.
Whilst acknowledging that interest rates form a key part of any mortgage, Kayley understands that there are many other factors to consider such as other fees and costs involved in arranging a mortgage.
Kayley aims to provide help and support throughout the whole process in an effort to reduce or even remove the stress from her clients.
David WilliamsTechnical Paraplanner
David Williams | Technical Paraplanner – Leamington SpaDavid joined Furnley House after graduating from University in 2015 with a First Class Honours Degree.
David specialises in investments and also provides valuable assistance to George Simpson and Steve Collier in the Leamington Spa Office.
Emma DaveyTechnical Paraplanner
Emma Davey | Technical Paraplanner – LeicesterAn experienced Paraplanner, Emma uses her knowledge and skills to help with bespoke and complex cases.
Emma is Diploma qualified with an advanced qualification in Pensions.
Emma offers invaluable training and support in developing other administration staff in the business.
Marie BolterService Delivery Director
Marie Bolter | Service Delivery Director - LeicesterWith considerable experience in management and support functions, Marie is responsible for the oversight and supervision of the team.
This includes ensuring the efficient use of IT systems and processes, HR, Health & Safety, Business Development, Accounts and Bookkeeping.
Samantha CartwrightFinancial Planning Administrator
Samantha Cartwright | Financial Planning Administrator – LeicesterSam joined Furnley House in 2016 as a Receptionist answering incoming telephone calls and greeting guests visiting the Leicester Office.
Sam also provides administrative support to the Leicester Office.
Helen HaleyPlatform Specialist
Helen Haley | Platform Specialist – LeicesterHelen has extensive experience in the financial sector and provides the Leicester Office with administrative support.
Kieran LadymanAccounts Administrator
Kieran Ladyman | Accounts Administrator - LeicesterKieran is responsible for organising and managing the company accounts.
He graduated from University in 2016 with a first class degree in Management Studies and Economics.
Matthew LeeClient Relationship Manager
Matthew Lee | Client Relationship Manager – LeicesterAfter graduating from University with a First Class Honours Degree, Matt joined Furnley House in 2016. Matt provides the Leicester Office with administrative support.
Zac PattersonClient Relationship Manager
Zac Patterson | Client Relationship Manager – LeicesterWith nearly 10 years experience working in the financial services industry, Zac provides assistance in our Leicester Office as well as being another point of contact for clients.
Lauren HerrickClient Relationship Manager
Lauren Herrick | Client Relationship Manager – LeicesterLauren joined Furnley House in August 2017 as a Client Relationship Manager. She works closely with the advisers to ensure that our clients receive the best service possible.
Aarti BharakadaClient Relationship Manager
Aarti Bharakada | Client Relationship Manager – LeicesterAarti joined Furnley House in early 2018 and provides assistance to the advisers and clients.
Megan Doherty | Administrator – LeicesterMegan provides administrative support as well as working as a receptionist in our Leicester Office.
Sarah CollierFinancial Planning Administrator
Sarah Collier | Financial Planning Administrator - Leamington SpaSarah has extensive experience in the financial sector having worked in personal banking for nearly 20 years and provides administrative support as well as working as a receptionist in our Leamington Office.
Paul MarriottCompliance Manager
Paul Marriott | Compliance Manager - LeicesterPaul has worked in the Financial Services Industry for over 20 years in various roles for established brands like HSBC, Lloyds and Wesleyan. He has valuable experience as an IFA and a business mentor so fully understands the entire financial advice process. For the last few years, Paul has been working in Compliance roles and his understanding of the advice process is a huge benefit for the companies he’s worked for.
Paul joined Furnley House in 2018 and his wealth of knowledge and experience will be invaluable to the growing, ambitious company.
Alex CampbellMarketing Manager - Propositions
Alex Campbell - Marketing Manager - Propositions - LeicesterAlex has worked in financial services since 1998, covering a number of roles including business development, managing a call centre and of course marketing! Working for the likes of AXA, Aegon and Sanlam in locations such as Bristol, Dublin and London, Alex has a well rounded understanding of financial services.
Alex joined Furnley House in 2018 with the aim of making financial advice more accessible and easier to understand.
Reena PatelMarketing Manager - Brand
Reena Patel | Marketing Manager - Brand - LeicesterReena has extensive experience in Marketing, particularly brand development and awareness. Working with companies like Caterpillar, Belvoir and Police Mutual, Reena has gained valuable experience in growing and developing brands of all sizes in various industries including Financial Services.
Reena joined Furnley House in 2018 with the intention of making more people aware of the Furnley House brand, it’s strengths and values.
The service was amazing, highly recommended.
I thank you for your honesty and integrity throughout. You have been frank and not used the jargon that so often seems to come with a “hard sell.” When asked about fees, you told us what the cost would be. There was never any attempt to conceal any hidden charges. This has led us to trust your guidance and to seek to retain your services in the days ahead. You have explained to us what investments will be best suited to our circumstances. We are confident you will monitor our investments and ensure good management now and in the future.
I have been in the market looking for key man insurance for 6 months dealing with companies that frustrated me to the point where I gave up. Since dealing with Furnley House I have received nothing but the highest professionalism, transparency and no nonsense customer service. I have now moved all my insurance and pensions to them as I have finally found a company I can trust.
Your approach was excellent and thought provoking — exactly what’s needed when making life changing decisions.
We now have our mortgage, pension and savings in the safe hands of Furnley House and would have no hesitation in recommending their services to close family and friends
Your advice and helpfulness was incredible – always available to speak and made the whole process less stressful. We highly recommend you to everyone we speak to. We can’t thank you enough.
Furnley House look after both my personal and businesses financial needs. I have found the advice that they have provided me over the years invaluable. The approach the team take in looking after me has always reassured me that my best interests are at the heart of what they do.