Local IFA firm makes Shortlist in Professional Adviser awards

December 10, 2018 - Reena Patel

Furnley House, has been recognised for outstanding knowledge, skills and commitment to client care in the Professional Adviser of the Year awards.

Furnley House are incredibly pleased to announce they have been shortlisted for the Adviser Firm of the Year in the Midlands and East Anglia region for the 2019 Professional Adviser awards. The team took a collaborative approach to entering the awards and used the skill and knowledge of the Paraplanners and Senior IFAs to tackle the case study and put together an outstanding entry that was recognised by the judges.

Gordon Rodham, Head of Business Development from Furnley House said “The great thing about Furnley House is the teamwork, everyone chips in and shares best practise to come together as one team. Each staff member brings something different and Furnley House really helps to showcase those skills and allow everyone to do what they are good it, coming together to tackle this case study is a prime example of how we work together.”

The Professional Adviser Awards, now in their 14th year recognise the best in multi-asset investing, platform provision, adviser support and client engagement as well as crowning an overall Adviser Firm of the Year, Paraplanner of the Year and Adviser Personality of the Year.

The awards will be held on 7th February and are judged by independent judging panels composed of an appropriate mix of financial advisers, business consultants, fund researchers, platform specialists and other financial services sector experts. All panels will be chaired by Professional Adviser editor, Julian Marr.

Furnley House’s client-focused and repeatable advice process gives them a chance of being named Adviser Firm of the Year for their region – with one winner ultimately to be crowned overall ‘Adviser Firm of the Year’.

Stefan Fura, Managing Director of Furnley House said “We’re absolutely delighted to have made it to this year’s shortlist for the Professional Adviser awards. This is a first for us and is a credit to everyone that works here and all the hard work put in by the team over the last 5 years. We’re up against some big names in our region, so to have been shortlisted is a huge accolade for us and shows the quality of our team and brand. We’ve got our fingers crossed for the awards on 7th February and hopefully look forward to celebrating with the team”

 The awards are run by Incisive Media from Professional Adviser which provides a must-read information service for UK-based regulated financial advisers, offering swift and comprehensive insight into developments in the financial services sector.

http://events.professionaladviser.co.uk/awards/static/finalists

 

Editors notes

Furnley House was founded in 2013 by Stefan Fura, John Woolhouse and Neil Haley

The company name is made up of a combination of the surnames of the 3 founders

Furnley House has 3 offices currently in Leicester, Leamington Spa and Belfast

They are a company that truly lives by their values. They are Customer Focus and Client
Centricity, Sustainability, Innovation, Community and Brave.

Furnley House has been working with Alex’s wish since January 2018. Their summer ball held in June 2018 was their biggest event to date, attracting over 160 guests and raising over £30k for Alex’s wish.

For more information, visit the Furnley House website – www.furnleyhouse.co.uk

Contact – Reena Patel, Marketing Manager, Furnley House, Syston, Leicester, reena.patel@furnleyhouse.co.uk  0116 269 6311