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

What are you interested in?

Pensions

Retirement may seem like a lifetime away for some, for others it may be within the next few years. It doesn’t really matter how old you are, you only get the one chance to prepare for it and anything you do today will make a difference when you finally decide to stop working and enjoying life to the fullest.

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Investments

We can help you get a clear picture of your long-term goals and work with you to see them through, drawing on the full range of products available in the market.

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Mortgages

We understand how stressful and confusing buying or remortgaging a property can be and we want to make it as easy as possible.

So, whether you’re a first time buyer, experienced home owner, developer, landlord or business owner looking to buy a commercial property, we’ll hold your hand every step of the way.

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Protection

Understanding what protection and insurance you may need isn't easy.

Our experts will work with you to find the right protection solutions to meet your specific needs and circumstances.

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For your business

Successful businesses need the right relationships. Choosing us means you'll have a partnership you can depend on, with experts who understand your world.

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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

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.