What our clients say – September 2019

September 01,2019 - Furnley House

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 needs, circumstances and direction A knowledge of how you wish to be treated Sincere and

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Investment Committee – Q3 2019

August 01,2019 - John Woolhouse

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 points. And whilst we had Robert Love (Head of Research) and Kel Nwanuforo (Investment Consultant)

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What our clients say – July 2019

July 11,2019 - Furnley House

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 develop: An appreciation of your needs, circumstances and direction A knowledge of how you wish

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MPs vote on Brexit – don’t panic!

January 14,2019 - Neil Haley

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 the vote result. If the outcome is believed to be good news for companies, the

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It’s beginning to look a lot like Christmas!

December 14,2018 - Furnley House

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 were Steve’s clients who all came along to watch him play. Big thank you to

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Local IFA firm makes Shortlist in Professional Adviser awards

December 10,2018 - Furnley House

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 took a collaborative approach to entering the awards and used the skill and knowledge of

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Should I gamble on income protection?

November 27,2018 - Kevin Dunn

Do you ever buy a lottery ticket? If so, how do you pick your numbers? Is it based on numbers that are important to you, or perhaps rather you just go for a lucky dip? Maybe you take a statistical approach and look at factors such as the most commonly drawn numbers (in case you’re wondering, it’s ball number 54). Or how about that gut feeling about which balls feel

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How we manage your investments

November 02,2018 - George Simpson

Earlier this quarter we held a client focus group. One piece of feedback we received was that clients would like more information as to how we manage their money and what happens in our investment committees. So we thought, why not record a video? In the video you can hear from our Managing Director Stefan Fura and Robert Love, Head of Research at Asset Intelligence. They cover: Who are Asset

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Budget Statement 2018

October 30,2018 - John Woolhouse

This was the first budget statement delivered on a Monday since 1962, and the last budget delivered before the UK officially exits the European Union. Philip Hammond brought the budget statement forward from the traditional Wednesday, primarily to avoid the press using Halloween related headlines. Unfortunately for him, I don’t think many are going to let him get away that easily, so let’s see whether Hammond’s budget delivered a trick

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How to find the right financial adviser

August 31,2018 - Neil Haley

Following the recent news about Greyfriars Asset Management we’ve been contacted by several concerned clients. Whilst your paperwork should confirm where your money is invested and the contact details of investment managers, we appreciate financial products can often be complex. If you would like to speak to a financial adviser to help you understand your investments and what your options are, please get in touch. Whether it’s money you’ve worked hard

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