What services do Furnley House offer?
We offer expert advice across all areas of financial planning, including investments, pensions, mortgages, and protection. Our services cover:
- Investments: Tailored investment strategies aligned with your goals
- Protection: Life Insurance, Income Protection, Critical Illness Cover …and much more.
Whatever your financial needs, we’re here to help.
Where would meetings take place?
We offer meetings at a time and place that suits you. Whether that’s at our offices, your workplace or home, by video call or on the phone, it’s up to you. You can see your advisers' diary in real-time, allowing you to select a time that is convenient for your schedule.
What should I expect in an initial meeting?
Your initial meeting is a no-obligation, cost-free opportunity to get to know your adviser and discuss your financial goals. During this session, your adviser will take the time to understand your current situation, hopes, and dreams — so we can begin crafting a personalised financial plan tailored to you
How much does protection advice cost?
We don’t charge for protection advice. Instead, we’re paid commission by the chosen provider for all successful protection applications. This will be fully disclosed and explained to you at the point of application.
Do you have any reviews?
Yes and we’re proud of them! You can read our client reviews and leave your own on Trustpilot and Google Reviews.
Are you independent?
Yes, we are proud to be Independent Financial Advisers (IFA). This means we’re not tied to any specific providers or products, ensuring our advice is always tailored to your best interests.
Who are your financial advisers?
Our team includes over 15 highly qualified advisers, many of whom specialise in different areas of financial planning. You can learn more about them on our Meet the Team page — just click on an adviser’s photo to read their profile.
As a client of Furnley House, you will also be supported by a dedicated Paraplanner and Client Experience Specialist, so you have a single point of contact throughout.
How often should I meet with my financial planner?
The frequency of meetings can vary based on your needs and goals. Typically, clients meet at least once a year for reviews, but more frequent meetings may be beneficial during significant life changes or financial market fluctuations.
Can you help me with retirement planning?
Absolutely! We specialise in retirement planning and can help you create a comprehensive strategy to ensure you have the resources needed to enjoy your retirement comfortably.
What if I just want a second opinion on my financial plan?
We offer an objective second opinion service to review your existing financial plan and provide insights or recommendations to improve it. This can help ensure you’re on the right track to achieving your goals.
How do you ensure my financial information is secure?
We take your privacy seriously and employ industry-standard security measures to protect your personal and financial information. All communications are handled with the utmost confidentiality.
Do you work with clients of all income levels?
Yes, we work with individuals and families across various income levels. Our services are tailored to meet your specific financial needs, regardless of your current financial situation.
How do I get started?
Getting started is easy! Simply contact us to schedule an initial consultation. We’ll discuss your goals and how we can assist you in achieving them. We look forward to partnering with you on your financial journey!
Who are The Superbia Group?
Furnley House is part of The Superbia Group — a collective of financial services companies focused on providing client-centred solutions. With offices across the UK, Superbia’s expertise spans:
Superbia is also committed to making a positive impact through its registered charity, reflecting its dedication to community engagement.
Within the group, Asset Intelligence Research provides market-leading investment research, and Asset Intelligence Portfolio Management offers discretionary investment management. These teams work closely with Furnley House, ensuring our advice is grounded in real-time market insights and robust economic analysis.
What is B Corporation certification?
We’re proud to have achieved B Corporation Certification in 2023. This certification, awarded by B Lab™, recognises businesses that meet the highest standards of social and environmental performance, accountability, and transparency.
The B Corp certification assesses a company’s entire social and environmental impact, covering five key areas:
- Governance
- Workers
- Community
- Environment
- Customers
To achieve this, we met a rigorous benchmark score and provided comprehensive evidence of responsible practices, including energy use, diversity, corporate transparency, and more. We’ve also legally embedded our commitment to purpose beyond profit in our company’s articles.
Who should I contact in case of a complaint?
If you wish to register a complaint about a product or service advised or provided for you by Furnley House, please contact our Compliance Manager on:
In writing: Furnley House Limited, 340 Melton Road, Leicester LE4 7SL
By phone: 0116 269 6311
By email: compliance@superbiagroup.co.uk
A summary of our internal complaints handling procedures is available upon request. If your complaint isn’t resolved to your satisfaction, you may be entitled to refer it to the Financial Ombudsman Service. Full details are available at www.financial-ombudsman.org.uk.
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