What would you like to know more about?
How to get an investment portfolio designed and balanced for your future.
When you are investing money, you want to know that the funds your financial adviser selects are going to meet your need for growth or income. You also want to be absolutely sure that your money is invested in line with your attitude and tolerance towards taking investment risk.
Trusts for Vulnerable People: Protecting the Future of those you Love
A trust can provide some of that structure and security. Set up with a financial adviser and a lawyer, a trust can provide tax advantages. But more importantly, you appoint a trustee (or more than one trustee) who will ensure assets are used or spent as the trust deed specifies. It provides a reassuring layer of guardianship and protection in your absence.
Divorce: How to secure a retirement future of your own
The end of a marriage is often difficult. If you are facing divorce, understanding how valuable pensions and investments are in negotiations is extremely important. Retirement can look different as a single person and making sure you have a secure plan in place can be reassuring as you look to the future.
A First Class Investment Proposition
A First Class Investment Proposition
Pillar One
Our fundamental and unshakable belief in our independent status; a status which allows us consider, select and review solutions from the entire investment universe.
Our Investment proposition is the engine which powers our business. It determines, governs and sets the parameters for the advice we give our clients. It’s how we do things.
It enables us to maximise efficiency, reduce costs and ensure that the investment journey of each and every client is dictated by their individual needs. It facilitates the open and ongoing communication that forms the bedrock of the service we provide.
We believe our carefully constructed and curated “best of breed” investment ecosystem delivers the best possible outcomes for our clients. It’s built upon two central pillars:
Pillar Two
The Furnley House Investment Philosophy, developed over decades of collective experience in guiding clients toward the achievement of their financial goals, the central tenet of which is always keeping the client at the heart of everything we do.
Our Awards
We've won multiple awards for our Customer Service, Community Work and Advice
The company that lives by it's values
Please note: The value of pensions and investments can fall as well as rise, and you could get back less than you invested.
