Your Financial Planning Partners
Our values guide our actions and define our behaviours. Everyone at Furnley House lives by our values and their impact on clients, our staff, professional connections, and our community.
Our people and our values make us different.
We work as a team focused on delivering the best outcome for the client, take a look at the teams here:
- Financial Advisers
- Mortgage Advisers
- Support Team
Our Independent Financial Advisers
An Independent Financial Adviser or IFA is someone who’s professionally qualified to give unbiased guidance on financial matters and recommend suitable financial products from the whole of the market. In 2013 new rules were introduced, setting more stringent requirements for the profession and helping to make sure that all IFAs are properly qualified and in a position to offer truly independent advice.
Neil Haley | Financial Planner | Senior Partner
Neil has been a Financial Adviser since 1994 providing advice for both private and business clients.
Together with Stefan Fura and John Woolhouse, Neil helped create Furnley House in 2012. Neil believes that the key to successful advice is to establish a trusting relationship with clients over the long term.
In addition to investment and pension planning, Neil specialises in advising the elderly and vulnerable and is an accredited member of SOLLA (Society Of Later Life Advisers).
Together with Stefan Fura and John Woolhouse, Neil helped create Furnley House in 2012. Neil believes that the key to successful advice is to establish a trusting relationship with clients over the long term.
In addition to investment and pension planning, Neil specialises in advising the elderly and vulnerable and is an accredited member of SOLLA (Society Of Later Life Advisers).
John Woolhouse | Financial Planner | Senior Partner
John became a financial adviser in 2000 and for over 10 years enjoyed significant success in two High Street Banks.
John came to realise that offering independent advice offered his clients greater choices and options which should result in a better outcome.
Together with Stefan Fura and Neil Haley, John helped create Furnley House in 2012.
His aim is to offer clients a thoroughly professional and highly tailored service that puts them in a much better financial position.
John came to realise that offering independent advice offered his clients greater choices and options which should result in a better outcome.
Together with Stefan Fura and Neil Haley, John helped create Furnley House in 2012.
His aim is to offer clients a thoroughly professional and highly tailored service that puts them in a much better financial position.
Kevin Dunn | Financial Planner | Senior Partner
Kevin has worked in financial services since 2008 and has been with Furnley House since its formation in 2013. He helps clients plan their dream retirement and ensure they invest their hard earned savings as efficiently as possible.
Having originally helped integrate Mortgages into Furnley House, Kevin still oversees this area of the business. He loves meeting new clients and businesses, really getting to know them, so him and the team can give the best possible advice.
Having originally helped integrate Mortgages into Furnley House, Kevin still oversees this area of the business. He loves meeting new clients and businesses, really getting to know them, so him and the team can give the best possible advice.
George Simpson | Financial Planner | Senior Partner
George has been a Financial Adviser since the late 1980’s after leaving the military.
Joining Furnley House in 2014, George heads up our office in Leamington Spa, Warwickshire which opened in the Spring of 2016.
George has many long-standing and loyal clients but also enjoys the opportunity of helping new clients, predominantly with pension, investment and tax-planning. George is a great believer in helping clients to plan their financial future and, with his ongoing support and advice, to realise those aspirations.
Joining Furnley House in 2014, George heads up our office in Leamington Spa, Warwickshire which opened in the Spring of 2016.
George has many long-standing and loyal clients but also enjoys the opportunity of helping new clients, predominantly with pension, investment and tax-planning. George is a great believer in helping clients to plan their financial future and, with his ongoing support and advice, to realise those aspirations.
Steve Collier | Financial Planner
After over 20 years as a financial adviser at a High Street Bank, Steve joined the Furnley House team in 2016.
Working alongside George Simpson, Steve provides advice for clients in the West Midlands. Steve is relishing the prospect of now being able to provide proper independent advice to his clients - and is delighted that he is in a position to offer a valuable ongoing advice service to help clients achieve their financial plans.
Working alongside George Simpson, Steve provides advice for clients in the West Midlands. Steve is relishing the prospect of now being able to provide proper independent advice to his clients - and is delighted that he is in a position to offer a valuable ongoing advice service to help clients achieve their financial plans.
Paul Fazackerley | Financial Planner
Paul Fazackerley started his Banking career in 2004, becoming a financial adviser in 2008 dealing with both personal and business clients.
Whilst he is based in Northamptonshire, Paul has clients across the country.
Paul joined Furnley House in 2016 and has embraced the opportunity of offering impartial whole of market advice to his clients.
Whilst he is based in Northamptonshire, Paul has clients across the country.
Paul joined Furnley House in 2016 and has embraced the opportunity of offering impartial whole of market advice to his clients.
Robert Spencer | Financial Planner
Starting his career in Financial Services in the 1980's, Robert became an IFA in 2002 so he could provide his clients with a wider range of products and services.
Rob considers himself to be a general practitioner, offering advice in all areas of financial planning.
With over 20 years' experience, Rob has built up a large number of long-standing and loyal clients.
Rob considers himself to be a general practitioner, offering advice in all areas of financial planning.
With over 20 years' experience, Rob has built up a large number of long-standing and loyal clients.
Our Mortgage and Protection Advisers
Aarti Bharakada | Mortgage & Protection Adviser
Aarti is one of our independent mortgage advisers with around 35 years in financial services, she is now focusing on helping people get onto the property ladder with their 1st home, or saving them money on their mortgage rates by remortgaging and offering protection should the worst happen.
Our Financial Support Team
Rahul Lakhani | Client Relationship Manager
Rahul is one of our Client Relationship Managers and will become a key contact for clients as well as supporting Advisers with their requirements. He has 2 years of valuable experience as a Client Relationship Manager in pensions and wealth management, he graduated in 2016 with a BA Honours in Accounting and Finance and is working towards becoming an Independent Financial Adviser for Furnley House.
Megan Doherty | Client Relationship Manager
Megan joined Furnley House in 2017 as an Administrator and is also completing an apprenticeship to become a Financial Adviser, her current role is a Client Relationship Manager who owns the client relationship and is a key point of contact for new clients.
Samantha Cartwright | Financial Planning Administrator
Sam joined Furnley House in 2016 as a Receptionist answering incoming telephone calls and greeting guests visiting the Leicester Office.
Sam also provides administrative support to the Leicester Office.
Sam also provides administrative support to the Leicester Office.
Sarah Collier | Financial Planning Administrator
Sarah has extensive experience in the financial sector having worked in personal banking for nearly 20 years and provides administrative support as well as working as a receptionist in our Leamington Office.
Helen Haley | Platform Specialist
Helen has extensive experience in the financial sector and provides the Leicester Office with administrative support.
Marie Bolter | Service Delivery Director
With considerable experience in management and support functions, Marie is responsible for the oversight and supervision of the team.
This includes ensuring the efficient use of IT systems and processes, HR, Health & Safety, Business Development, Accounts and Bookkeeping.
This includes ensuring the efficient use of IT systems and processes, HR, Health & Safety, Business Development, Accounts and Bookkeeping.
Emma Davey | Technical Paraplanner
An experienced Paraplanner, Emma uses her knowledge and skills to help with bespoke and complex cases.
Emma is Diploma qualified with an advanced qualification in Pensions.
Emma offers invaluable training and support in developing other administration staff in the business.
Emma is Diploma qualified with an advanced qualification in Pensions.
Emma offers invaluable training and support in developing other administration staff in the business.
Estelle Hall | Client Relationship Manager
Estelle joined us as Client Relationship Manager based in Syston, Leicester. She'll be a key point of contact for our clients.
Charlotte Stevens | Financial Planning Administrator
Charlotte joined the Leamington team in Feb 2019 and is our receptionist and administrator in our Leamington office.
Our Head Office Team
Paul Marriott | Compliance Manager
Paul has worked in the Financial Services Industry for over 20 years in various roles for established brands like HSBC, Lloyds and Wesleyan. He has valuable experience as an IFA and a business mentor so fully understands the entire financial advice process. For the last few years, Paul has been working in Compliance roles and his understanding of the advice process is a huge benefit for the companies he’s worked for.
Paul joined Furnley House in 2018 and his wealth of knowledge and experience will be invaluable to the growing, ambitious company.
Paul joined Furnley House in 2018 and his wealth of knowledge and experience will be invaluable to the growing, ambitious company.
Reena Patel | Marketing Manager - Brand
Reena has extensive experience in Marketing, particularly brand development and awareness. Working with companies like Caterpillar, Belvoir and Police Mutual, Reena has gained valuable experience in growing and developing brands of all sizes in various industries including Financial Services.
Reena joined Furnley House in 2018 with the intention of making more people aware of the Furnley House brand, it’s strengths and values.
Reena joined Furnley House in 2018 with the intention of making more people aware of the Furnley House brand, it’s strengths and values.
Jennifer Giersh | Executive Assistant
Jennifer’s organisation skills are second to none, she is highly efficient and has a number of years’ experience as an Executive Assistant. Her skill set also includes experience in HR, PR, events planning, administration and she’s IOSH certified in Health and Safety! Jennifer joined Furnley House in 2018 and her wealth of experience will help Furnley House run more efficiently.
Scott Hornsby | Office Support Administrator
Scott is our Office Support Administrator, he started with Furnley House in June 2019 and is on a placement year whilst he studies Accounting and Financial Management at Sheffield University. He’s looking into building his career in the finance sector and chose Furnley House because you could see the difference we made to our clients and how much they trust our Advisers.
If Scott were to win the lottery, he’d treat his dad to a brand new car and then head off travelling around Asia, Thailand in particular because his friends have said it was amazing when they visited on their gap year.
If Scott were to win the lottery, he’d treat his dad to a brand new car and then head off travelling around Asia, Thailand in particular because his friends have said it was amazing when they visited on their gap year.
David Jaggard | Operations Director
Anthony Sutton | Head of People
Anthony looks after our people and is our HR guru.
Damian Ferguson | Commercial Director
Damian is our Commercial Director and looks after the sales and marketing teams.
Stefan Fura | Founder
Together with Neil Haley and John Woolhouse, Stefan is a founding partner of Furnley House.
He started his career in financial services working in a High Street Bank, but as his knowledge and experience grew, Stefan realised that he could offer his clients a better service if he were not tied to a limited number of specific providers. Then as Furnley House expanded, Stefan stepped away from advising clients to focus on running the business.
Stefan takes an active part in developing the future of the Financial Services industry, with the trade press often seeking his opinion.
He started his career in financial services working in a High Street Bank, but as his knowledge and experience grew, Stefan realised that he could offer his clients a better service if he were not tied to a limited number of specific providers. Then as Furnley House expanded, Stefan stepped away from advising clients to focus on running the business.
Stefan takes an active part in developing the future of the Financial Services industry, with the trade press often seeking his opinion.
