Everyone likes a sit-down with cup of tea and a biscuit every couple of years… but let’s be honest, an Earl Grey and a custard cream isn’t going to secure your financial future. Is your financial adviser working hard enough for you?
Our reputation means that our advisers’ client lists are filling up fast.
We will take a look at your current situation in terms of savings, investments and pension and let you know just how well your retirement looks to be shaping up. You may be on track already – or it may time to make some changes. The important thing is knowing – all with no obligation.
Find out more about Furnley House in our brochure
The value of pensions and investments can fall as well as rise, and you could get back less than you invested.
*Based on Furnley House client feedback, January 2023 to May 2023