Because it’s never too early…

October 06, 2017 - Reena Patel

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 - Reena Patel

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 - Reena Patel

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 - Reena Patel

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 - Reena Patel

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 - Reena Patel

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 - Reena Patel

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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Buying a house: what to expect

July 28, 2017 - Reena Patel

Buying a house can be very stressful and confusing, particularly if it is your first time purchasing a property.  We hope this timeline will help guide you through each step of the process and give you an idea of what is involved. Consult a Mortgage Adviser A Mortgage Adviser will help you find out how… Read more »

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George Simpson’s cycling challenge

July 25, 2017 - Reena Patel

Furnley House often get involved in local, charitable events. Spreading the word to help raise awareness for our chosen charities and raising funds along the way. Our overarching goal is to make a difference to our local community George Simpson, one of our Independent Financial Advisers, is our latest member of the team fundraising for… Read more »

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A Few Tips When Thinking about Retirement Planning

July 20, 2017 - Reena Patel

Retirement may seem like a lifetime away for some, for others it may be within the next few years.  Regardless of your age, you only get one chance to prepare for it. Making small changes today can make all the difference later in life. This week the government brought forward the year in which they… Read more »

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