• Financial Advice: 
    the first step to making your dreams come true.

Financial Advice: 
the first step 
to making your dreams 
come true.

What are you interested in?

How we work

Being your financial planning partner makes for a particular way of working. 

Each of our advisers is able to draw on our wealth of in-house expertise, rather than relying on outsourcing. 

And if you give us a complex challenge, we’re likely to get together and challenge each other until we are sure we’ve got the solution that’s right for you.  That way you get the full benefit of our combined expertise. We’ll explain everything clearly and only recommend what fits. If nothing is better than what you’ve already got we’ll tell you.

Client Charter

"We have put a client charter together so we can demonstrate our commitment to our clients and be held accountable"

Stefan Fura, Furnley House Managing Director


June 2023

Listening to you

Your Furnley House adviser will meet when and wherever suits you and spend time learning about your financial situation, your plans, your hopes and fears and how you feel about risk.

A strategy for you

Our team will get together and talk through everything you’ve told us. We’ll explore the whole market and talk with specialist advisers if necessary to find the best combination of services and products, putting it all together in a personalized plan for you.

Talking it through

Your adviser will meet up with you again to share the plan and explain our recommendations for achieving your financial goals, taking time to make sure you’re clear and happy about what we’re proposing.

Wheels in motion

When you’re entirely happy we’ll do the legwork to make sure everything happens in a seamless and timely way. We’ll give you a report setting out our recommendations and your options, and agree with you what level of ongoing support will suit you best.

The Partnership continues

We’ll stay in touch to keep your plan up to date and make sure things work out over time, as circumstances change. And you can get in touch with your adviser anytime you need to talk.

Our Awards

We've won multiple awards for our Customer Service, Community Work and Advice

The company that lives by it's values

The value of pensions and investments can fall as well as rise, and you could get back less than you invested.