What our clients say – July 2019

July 11, 2019 - Reena Patel

Client Feedback – July 2019 We’ve been in the industry since 2013 helping to solving the issue of a lack of good quality, accessible advice. Since then, we’ve grown into an established, successful IFA, helping thousands of clients work towards their financial goals. Our service proposition consists of four clearly defined stages, all designed to… Read more »

Read more…

Furnley House Mortgages

May 03, 2019 - Reena Patel

We’re an ambitious company and have big plans for the future. We knew we needed to change and we did. We’re incredibly pleased to announce that we have a new mortgage team led by Director of Mortgages, Kevin Dunn. The team consists of Aarti Bharakhada, Matthew Lee and our most recent recruits Barbara Kidson and… Read more »

Read more…

Charity Golf Day

April 08, 2019 - Alex Campbell

On Thursday 4th April 2019, Furnley House hosted it’s first ever charity golf day. As well as being an enjoyable day out, the purpose of the day was to raise funds for our chosen charity, Alex’s Wish. Alex’s Wish is a fantastic charity that is working hard to help find a cure to Duchenne Muscular… Read more »

Read more…

How good financial planning could save your life…

February 20, 2019 - Reena Patel

Les is 61 and was diagnosed with blood cancer nearly five years ago. Since then, he has undergone 4 rounds of chemotherapy, lasting up to 16 months each, all failing to put him into remission. At present there is no cure. But some sound retirement planning has given him hope. After in-depth conversations with his… Read more »

Read more…

Investment Update – February 2019

February 07, 2019 - Reena Patel

Our investment committee met at the end of January to review the last quarter and we wanted to share a summary of the discussions. So we’ve put together a short video where we asked members of the Investment committee their thoughts on what’s changed in the last few months. Our investment committee is made up… Read more »

Read more…

MPs vote on Brexit – don’t panic!

January 14, 2019 - Alex Campbell

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 »

Read more…

Furnley House joins national award scheme recognising the best property professionals in the UK

January 02, 2019 - Reena Patel

Furnley House, Leicester based Financial Planners and Mortgage Advisers have entered The ESTAS Awards this year. The ESTAS, whose headline sponsor is Zoopla, is a national award scheme which recognises the best estate and lettings agents, mortgage advisors and conveyancers in the residential property industry. Winners are selected purely on feedback from customers who have… Read more »

Read more…

It’s beginning to look a lot like Christmas!

December 14, 2018 - Reena Patel

Christmas time at Furnley House We had a fantastic evening last night in our Leamington Office, with lots of mulled wine and mince pies and of course Steve on his cornet. After nearly 20 years of not playing, it was great to hear some Christmas carols and music – we were all very impressed as… Read more »

Read more…

Local IFA firm makes Shortlist in Professional Adviser awards

December 10, 2018 - Reena Patel

Furnley House, has been recognised for outstanding knowledge, skills and commitment to client care in the Professional Adviser of the Year awards. Furnley House are incredibly pleased to announce they have been shortlisted for the Adviser Firm of the Year in the Midlands and East Anglia region for the 2019 Professional Adviser awards. The team… Read more »

Read more…