We’ve been in the industry since 2013 helping to solving the issue of a lack of good quality, accessible advice. Since then, we’ve grown into an established, successful IFA, helping thousands of clients work towards their financial goals.
Our service proposition consists of four clearly defined stages, all designed to develop:
- An appreciation of your needs, circumstances and direction
- A knowledge of how you wish to be treated
- Sincere and valued long term business relationships
We have been able to achieve this by a having strong values and a team of people who live by them. Our values guide our actions and define our behaviours – everyone at Furnley House lives by our values and their impact on our clients, our staff, professional connections and our community. Our people and our values make us different and our values are one of the reasons people choose to work for us.
One of our most powerful values is Client Centricity and we know we’re making a difference when we receive feedback like this:
Barbara Kidson -she is the best at what she does. She is very helpful, she can explain everything a very big plus that she speaks in my language. I am very happy to meet her, such an employee is a treasure !!! She works at 101% !! I recommend she to everyone.
K Kawalek, Adviser: Barbara Kidson
Aarti was our financial advisor and I need to say that she is the most wonderful person you could wish to have on board to look after your finances. Our financial investment is small in comparison to some of the larger investments I believe Aarti deals with but I know I am still treated with the utmost courtesy as everyone. Thank you very much for all help and 100% commitment to our case!
M Socha, Adviser: Aarti Bharakhada
5 stars for Barbara Kidson Absolutely brilliant! Very helpful from start to the end.
N Sala, Adviser: Barbara Kidson
I was only saying to my wife recently how happy / satisfied we are that we were introduced to Steve quite by chance. Over the last year or so, we’ve had to make the biggest financial decisions of our lives and having Steve to guide us through the pros and cons has been a blessing.
G Aldous, Adviser: Steve Collier
I have dealt with George for many years and at all times he has provided me with accurate information (and in a language/terminology that I can understand!). He is always available when I need him to offer guidance. Thanks George!!
C Parry, George Simpson
Thank you so much for making the processes of getting a mortgage ,remortgaging & arranging life cover a lot less painful than they could have been.
R Buckby, Adviser: Aarti Bharakhada
Steve fully understood my needs and conveyed a very complex solution to me in a straightforward manner. I would definitely recommend him to friends and family.
S Owen, Adviser: Steve Collier
We’re always welcome to receiving feedback and take on board all comments, so if there’s anything you’d like to tell us about or if you just want to find out more, give us a call on 0116 2696311 or email us at firstname.lastname@example.org