New Year, New Team Members…

We’re delighted to welcome on board our newcomers to the team this month. Firstly, we’re excited to introduce Gordon Rodham to the Furnley House team. Gordon joins us this month as our new Head of Business Development. Supporting Furnley House across all three of our offices; Leicester, Leamington Spa and Magherafelt in Northern Ireland, he… Read more »

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Review of the Year

With Christmas fast approaching and many of us beginning to feel festive, it signals that another year is drawing to a close. 2017 has been a busy and exciting 12-months for Furnley House so we’ve decided to take a look back at some of the highlights and review the year. New Faces We’ve welcomed six… Read more »

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Our disciplined investment approach

“An investment in knowledge pays the best interest.” Benjamin Franklin Clients’ needs are at the forefront of the Furnley House financial planning service and investment proposition and our mission is to help more people to live the life they want to live. Our disciplined investment approach has been designed with our clients in mind.  We… Read more »

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We take the long view

Our team are a young, vibrant bunch who want to be with you for the long-term; planning ahead and being around to support, advise and help you with your ever-changing financial needs. Our shared values guide our actions and define how we behave with our clients, our staff, professional connections and our community. We care… Read more »

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Helping our local communities; a review of the year

As the days have become more autumnal and the weather well and truly heading towards Winter, the days and weeks are leading us up to the end of another year. We’ve taken a look back at our community work this year which has been fun, challenging and rewarding. Supporting where we can We believe we… Read more »

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Exciting times in Leamington Spa

We’re delighted to share with you our new whereabouts. We’ve moved from Southam to a few miles down the road into new offices in Leamington Spa. The new offices are three times larger with excellent meeting space for our clients and will facilitate our commitment to continue to grow and recruit in the local area…. Read more »

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Because it’s never too early…

Is there a typical age when clients seek financial advice? Is it something associated with ‘older people’ because they are naturally more affluent having worked for longer and have more assets? Do the younger generation avoid getting advice? Following on from an earlier blog ‘Is there an advice gap?’ we decided to try and find… Read more »

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A Few Tips When Thinking about Retirement Planning

Retirement may seem like a lifetime away for some, for others it may be within the next few years.  Regardless of your age, you only get one chance to prepare for it. Making small changes today can make all the difference later in life. This week the government brought forward the year in which they… Read more »

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How retirement has changed

One of the most common areas we provide advice on is pensions and retirement, and how people plan for theirs has been changing over the years. Retirement used to be seen as a one-off event whereas it can now be seen more as a process, reflecting changes in society and recent pension freedoms. This process… Read more »

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