Congratulations Steve Collier!

Our blog is for your general interest. Whether or not it applies to your current financial position, please feel free to share it with friends, family, or colleagues who may be interested. Congratulations are in order for Steve Collier, who has achieved his STEP Certificate for Financial Services, Trusts and Estate Planning, with Merit. What… Read more »

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Achieving a Gold Standard in Pension Transfers

We’re incredibly pleased to announce that both Paul Fazackerley and George Simpson have achieved Pension Transfer Gold Standard after going through a strict application process.   What is the Pension Transfer Gold Standard? Awarded by the Personal Finance Society (PFS), the Gold Standard is a voluntary code of good practice for Safeguarded and Defined Benefit… Read more »

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When do you plan to retire?

Our blog is for your general interest. Whether or not it applies to your current financial position, please feel free to share it with friends, family, or colleagues who may be interested.   When do you plan to retire? Retirement may seem like a lifetime away for some, for others it may be within the… Read more »

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Meet our team: Matt Hughes

Our blog is for your general interest. Whether or not it applies to your current financial position, please feel free to share it with friends, family, or colleagues who may be interested.   Get to know Matt Hughes, one of our Financial Planners and a Chartered Associate of The London Institute of Banking & Finance. When… Read more »

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MPs vote on Brexit – don’t panic!

This week news headlines will be running into political overdrive with the latest instalment of the Brexit show as MPs vote on Theresa May’s proposed deal. Whatever the outcome, one thing we can guarantee is that the financial markets will react. How much and in what direction is entirely dependent upon the perceived impact of… Read more »

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Financial Advice, financial adviser

How to find the right financial adviser

Following the recent news about Greyfriars Asset Management we’ve been contacted by several concerned clients. Whilst your paperwork should confirm where your money is invested and the contact details of investment managers, we appreciate financial products can often be complex. If you would like to speak to a financial adviser to help you understand your investments… Read more »

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Financial Advice, financial adviser

Make sure it’s not a scam

Be careful, it could be a scam… We’ve all had the emails; an unknown person claiming to be from Nigeria and offering to transfer a fortune to us, provided we can first cover some relatively small costs to process the transfer…definitely like a scam A lot of people were caught out and fell for the… Read more »

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New Year, New Team Members…

We’re delighted to welcome on board our newcomers to the team this month. Firstly, we’re excited to introduce Gordon Rodham to the Furnley House team. Gordon joins us this month as our new Head of Business Development. Supporting Furnley House across all three of our offices; Leicester, Leamington Spa and Magherafelt in Northern Ireland, he… Read more »

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The Importance of Having Goals

“Whatever the mind of man can conceive and believe it can achieve”. Napoleon Hill The process of setting goals and putting a plan of action in place to achieve them is probably the single most important step someone can take towards success in life. Imagine setting out on a long journey without a clear idea… Read more »

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We take the long view

Our team are a young, vibrant bunch who want to be with you for the long-term; planning ahead and being around to support, advise and help you with your ever-changing financial needs. Our shared values guide our actions and define how we behave with our clients, our staff, professional connections and our community. We care… Read more »

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