Congratulations Steve Collier!

January 06,2021 - Neil Haley

Our blog is for your general interest. Whether or not it applies to your current financial position, please feel free to share it with friends, family, or colleagues who may be interested. Congratulations are in order for Steve Collier, who has achieved his STEP Certificate for Financial Services, Trusts and Estate Planning, with Merit. What is a STEP Qualification? STEP (the Society of Trust and Estate Practitioners) is the international

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Achieving a Gold Standard in Pension Transfers

November 05,2020 - Neil Haley

We’re incredibly pleased to announce that both Paul Fazackerley and George Simpson have achieved Pension Transfer Gold Standard after going through a strict application process.   What is the Pension Transfer Gold Standard? Awarded by the Personal Finance Society (PFS), the Gold Standard is a voluntary code of good practice for Safeguarded and Defined Benefit Pension Transfer advice. It is based around a set of principles designed to empower clients

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Meet our team: Matt Hughes

August 07,2020 - Neil Haley

Our blog is for your general interest. Whether or not it applies to your current financial position, please feel free to share it with friends, family, or colleagues who may be interested.   Get to know Matt Hughes, one of our Financial Planners and a Chartered Associate of The London Institute of Banking & Finance. When and why did you join Furnley House? I joined the Furnley House team in December

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2019 Review

January 06,2020 - Stefan Fura

2019 Review of Furnley House Over the last 12 months, Furnley house has grown from strength to strength and we’re pleased that we’re now a strong, established Financial Advice firm in the UK. Since our formation in 2013, whilst Furnley House has grown year on year, 2019 was the year where we really put our stamp on the world of financial services. What we’ve achieved in 2019 We started the

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Top 100 Advisers – WELL DONE US!

November 07,2019 - Furnley House

The last couple of weeks have been a great week for Furnley House! Furnley House are incredibly excited to be recognised as one of the Top 100 Advisers according to 2 independent bodies! On the 30th October, we were incredibly pleased to discover that we had been selected as one of the Top 100 in the New Model Adviser (NMA) Awards. This is a fantastic accolade for us and we’re

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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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Happy Retirement Richard

June 07,2018 - Stefan Fura

Last week we said goodbye to one of our Directors, Richard Burrows as he begins an exciting new chapter in his life…his retirement.  As Richard spent his final few days working, he took some time out to share some thoughts with us. Working towards an early retirement is a goal many of us have, so we asked Richard to share his top tips that helped him achieve this goal. Tips

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Happy 5th Birthday: May the fourth be with you…

May 23,2018 - Stefan Fura

The force was definitely with Furnley House this year; not only was it Star Wars day, it was also our 5th birthday! To mark the occasion, staff from all 3 of our offices got together and the team gathered at the grand Cathedral Quarter Hotel in Derby. Celebrating not only our birthday but also 5 years of hard work, incredible growth and most importantly fantastic teamwork! The day was a

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