Helping our local communities; a review of the year

October 30, 2017 - Alex Campbell

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 - Alex Campbell

…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 - Alex Campbell

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 - Alex Campbell

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 - Alex Campbell

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 - Alex Campbell

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 - Alex Campbell

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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Is there a financial advice gap?

August 30, 2017 - Alex Campbell

As Financial Advisers, we seem to be advising people later in their life.  Typically, because this is when people are more affluent and when they have more financial decisions to make. Is there a financial advice gap? According to AXA Wealth, there is only one adviser for every 2,700 people in the UK who require… Read more »

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Saving for your children’s future

August 16, 2017 - Alex Campbell

As A Level results day approaches, it’s that time of year when students begin to prepare to move away and to get ready for the next stage of their education. Saving for your children’s future For parents, the cost of university can be an extremely expensive time, particularly if they have more than one child… Read more »

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Meet Our Team: Steve Collier

August 10, 2017 - Alex Campbell

Steve Collier, Independent Financial Adviser Based in: Leamington Spa   When did you join Furnley House? September 2016 What does your job entail? A normal day involves speaking with my clients about their financial objectives, undertaking research and preparing financial recommendations. Whilst I don’t mind the paperwork and administration involved in the job I much… Read more »

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