When do you plan to retire?

September 16, 2019 - Reena Patel

When do you plan to retire? Retirement may seem like a lifetime away for some, for others it may be within the next few years.  It doesn’t really matter how old you are, you only get the one chance to prepare for it and anything you do today will make a difference when you finally… Read more »

Read more…

What our clients say – September 2019

September 01, 2019 - Reena Patel

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 develop: An appreciation of your… Read more »

Read more…

Investment Committee – Q3 2019

August 01, 2019 - Reena Patel

Last week we held our quarterly investment committee with our investment partners, Asset Intelligence. The purpose of the investment committee is to review our investment portfolios, understand what’s gone well, what could be improved, and finally, discuss what global events are coming up that may impact the portfolios. Below is a summary of the key… Read more »

Read more…

Self-employed and looking for a mortgage?

July 24, 2019 - Reena Patel

The number of self-employed people in the UK in 2017 was at 4.8 million people*, being self-employed can make it more of a challenge to get a mortgage but it doesn’t need to. If you’ve got the passion and drive to set up and run your own business, we know you’re going to be busy!… Read more »

Read more…

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…