We take the long view

November 17, 2017 - Helen Ibbotson

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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Welcoming the latest additions to the Furnley House Team

November 10, 2017 - Helen Ibbotson

Pictured above: Megan Doherty, Samuel Fajemilua, Nathan McElean, Lauren Herrick and Zac Patterson.   Furnley House has recently appointed six new staff to support the continuing growth of the business. The latest additions will be supporting the existing teams across our three offices. Client Relationship Managers Lauran and Zac join us as Client Relationship Managers… Read more »

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How the rise in Interest Rates might affect you

November 03, 2017 - Helen Ibbotson

The Bank of England has this week made a change to interest rates; the first rise in a record ten years. The last time we saw a rise was in July 2007. The rate has been increased by 0.25% to 0.5% and it has come as no surprise as it had been expected and predicted… Read more »

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Helping our local communities; a review of the year

October 30, 2017 - Helen Ibbotson

As the days have become more autumnal and the weather well and truly heading towards Winter, the days and weeks are leading us up to the end of another year. We’ve taken a look back at our community work this year which has been fun, challenging and rewarding. Supporting where we can We believe we… Read more »

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Things to look out for…

October 20, 2017 - Helen Ibbotson

…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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Exciting times in Leamington Spa

October 13, 2017 - Helen Ibbotson

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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Because it’s never too early…

October 06, 2017 - Helen Ibbotson

Is there a typical age when clients seek financial advice? Is it something associated with ‘older people’ because they are naturally more affluent having worked for longer and have more assets? Do the younger generation avoid getting advice? Following on from an earlier blog ‘Is there an advice gap?’ we decided to try and find… Read more »

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Lifestyle in retirement and later life

September 29, 2017 - Karen Hardman

What concerns our clients when thinking about their lifestyle in retirement and later life? There are two main financial concerns expressed by many of our clients when thinking about how they would fare in retirement or later life. How will they manage their finances? This is the first concern we find with our clients. How… Read more »

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The value of advice

September 14, 2017 - Karen Hardman

Whether you’re starting out in your first job or preparing for your retirement, getting on the property ladder or downsizing and releasing some equity in your home, the advantages and value of seeking financial advice are apparent across all of life’s stages. Common triggers for seeking financial advice include: • Changing jobs • Starting your… Read more »

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Avoiding the UK Deficit in Elderly Care Funding

September 08, 2017 - Karen Hardman

Life expectancy in the UK has been rising for many years now. Whilst this is good news, it also brings with it the challenge of how we as a society will fund our future care costs. As people get older, they often need help; help with weekly chores such as shopping and cleaning or help… Read more »

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