For many people, the Covid pandemic has strained working situations, brought unexpected redundancies and has changed expectations for the future. For those approaching retirement in this situation, the question they are asking is: do I have enough money saved to be able to stop working and retire now? How much money do I need in… Read more »
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Earlier this quarter we held a client focus group. One piece of feedback we received was that clients would like more information as to how we manage their money and what happens in our investment committees. So we thought, why not record a video? In the video you can hear from our Managing Director Stefan… Read more »
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Earlier this week, a few clients, professional connections, and friends joined us as we informally celebrated the opening of our office in Leamington Spa. We were delighted to also be joined by the Town Mayor of Royal Leamington Spa, Councillor Caroline Evetts. To keep the evening all things financial, our guest speaker was Rory McPherson,… Read more »
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…as you approach and enter retirement After reading a newspaper article recently, it struck us how easy it is for individuals to sometimes overlook things. The article was describing a very loyal pensioner who had been renewing a home insurance policy with her bank for some 17 years. Needless to say, the premium was… Read more »
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We’re delighted to share with you our new whereabouts. We’ve moved from Southam to a few miles down the road into new offices in Leamington Spa. The new offices are three times larger with excellent meeting space for our clients and will facilitate our commitment to continue to grow and recruit in the local area…. Read more »
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Furnley House often get involved in local, charitable events. Spreading the word to help raise awareness for our chosen charities and raising funds along the way. Our overarching goal is to make a difference to our local community George Simpson, one of our Independent Financial Advisers, is our latest member of the team fundraising for… Read more »
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