Save it, share it,
invest it, protect it.
Furnley House provide individuals, families and businesses with tailored high quality financial advice and financial planning support, helping navigate financial journeys and dreams with confidence.
Whether you’re saving for retirement, planning for your children’s education, wanting to insure you and your loved ones, or looking to save and invest wisely, we have solutions wherever you are on your journey, and for all levels of wealth.
There when you need us
Investment Philosophy
A careful and comprehensive approach to managing your money
We really get to know you
We believe that truly understanding your needs both now and for the future is the key to delivering exceptional results.
Latest Updates
Minimising tax liabilities through Pensions and Investments
At Furnley House, we believe financial planning should be straightforward and tailored to your unique needs. Tax efficiency plays a key role in helping you keep more of your hard-earned money while achieving your goals. By making smart use of pensions, investments, and expert advice, you can stay on top of your finances and secure a brighter future.
You've reached your state pension age, what's next?
Reaching your state pension age is a major milestone. It's a time to celebrate your hard work and look forward to enjoying your retirement. But it's also a time to make important financial decisions. We’re here to help you navigate this new chapter. Here’s what you need to know about what comes next and how to make the most of your retirement years.
Our guide to getting financial advice
When you are thinking about getting financial advice, the process can seem daunting. How do you know if you’ve made the right decision, or what to expect during meetings. So we’ve put together this guide to help you through the process.
Client testimonial
My adviser always explains things clearly. He understands our needs and advises appropriately taking tax implications into consideration. We have a yearly review to make sure whether changes are needed.
D. Middleton
Client Testimonial
My Adviser is very approachable. He shows an interest in my well-being and my financial position and is always helpful and informative.
Y. John
Client Testimonal
Friendly, professional - information presented in easy to understand language - meetings aren't rushed.
B. Pollitt
