Our disciplined investment approach

December 11,2017 - John Woolhouse

“An investment in knowledge pays the best interest.” Benjamin Franklin Clients’ needs are at the forefront of the Furnley House financial planning service and investment proposition and our mission is to help more people to live the life they want to live. Our disciplined investment approach has been designed with our clients in mind.  We all have different needs and requirements, so we understand that the risk and reward structure

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Recent Client Feedback

December 01,2017 - Furnley House

One of our key values is client centricity; putting clients at the centre of all that we do. We’re always keen to listen to our clients and to understand how they feel about us, our service and how we help them with their financial planning We regularly ask clients for their opinions and we’re very proud of our recent feedback and are keen to share this with you. Below are

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How the Budget might affect you

November 23,2017 - John Woolhouse

It’s one the biggest events of the year that affects your finances, so what did Phillip Hammond, Chancellor of the Exchequer say in this week’s Budget that may affect you? Here’s a few thoughts from the Managing Director of Furnley House, Stefan Fura. There were a few things announced that I believe will impact our clients and their families. Stamp Duty The first major headline was the change to stamp

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We take the long view

November 17,2017 - Neil Haley

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 very much about these, and always consider them as we go about our work and

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Because it’s never too early…

October 06,2017 - John Woolhouse

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 out. Our Whitepaper We’re delighted with our very first whitepaper, but moreover we’re keen to

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Lifestyle in retirement and later life

September 29,2017 - Neil Haley

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 they will manage their finances and what income they can expect.  At this time of

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The value of advice

September 14,2017 - Paul Fazackerley

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 own business • Redundancy • Receiving a large sum of money (e.g. an inheritance) •

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Avoiding the UK Deficit in Elderly Care Funding

September 08,2017 - Neil Haley

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 with day-to-day activities such as washing and dressing.  Sometimes, help may come in the form

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Is there a financial advice gap?

August 30,2017 - Stefan Fura

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 help with their finances. This compares to ratios of one adviser per 1,400 people in

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Meet Our Team: Steve Collier

August 10,2017 - Neil Haley

Steve Collier, Independent Financial Adviser   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 prefer to be meeting with my clients and helping them achieve their financial goals. What do you find most

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