Later Life Planning:
to live life to the fullest

What would you like to know more about?

Initial Steps

It can be easier if you start by considering your parents’ situation. From there you can begin to take appropriate action, investing specifically for later life while starting to make advance decisions about the kind of care you’d prefer, and who you’d trust to make decisions for you.

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Funding

We’ll help make sure you have access to any funding which you’re entitled to, including continuing healthcare provision and contributions that form part of fairer charge schemes. And we can help you find an efficient way to finance any shortfall in care funding, including one-off purchase of rest-of-life care.

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Regulations

We stay abreast of the latest guidelines and policies on later life care, and have close relationships with professionals across the sector, including social services, independent mental health advocates, estate planning services and not-for-profit organisations such as the Society of Later Life Advisers (SOLLA).

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Retirement Planning for a Fulfilled Life

If you’re in the thick of working life then you probably won’t be thinking about your later years.

But now is the time to act.

And if you’re retired or coming up to retirement, we’ll need to act quickly.

We can make it easy to prepare for your potential needs in later life. We take a pragmatic approach based on our own experiences, so you can have those conversations that we understand nobody finds comfortable.

A First Class 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.