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
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 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
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
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
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
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
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
Matthew Lee | Mortgage & Protection Adviser
Aarti Bharakada | Mortgage & Protection Adviser
Anastasija Gore |
Barbara Kidson |
Our Financial Support Team
Rahul Lakhani | Client Relationship Manager
Megan Doherty | Client Relationship Manager
Samantha Cartwright | Financial Planning Administrator
Sam also provides administrative support to the Leicester Office.
Sarah Collier | Financial Planning Administrator
Helen Haley | Platform Specialist
Marie Bolter | Service Delivery Director
This includes ensuring the efficient use of IT systems and processes, HR, Health & Safety, Business Development, Accounts and Bookkeeping.
Emma Davey | Technical Paraplanner
Emma is Diploma qualified with an advanced qualification in Pensions.
Emma offers invaluable training and support in developing other administration staff in the business.
Our Head Office Team
Paul Marriott | Compliance Manager
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 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
Samuel Fajemilua | Data Analyst
Stefan Fura | Founder
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.
Your advice and helpfulness was incredible – always available to speak and made the whole process less stressful. We highly recommend you to everyone we speak to. We can’t thank you enough.
We now have our mortgage, pension and savings in the safe hands of Furnley House and would have no hesitation in recommending their services to close family and friends
Your approach was excellent and thought provoking — exactly what’s needed when making life changing decisions.
Furnley House look after both my personal and businesses financial needs. I have found the advice that they have provided me over the years invaluable. The approach the team take in looking after me has always reassured me that my best interests are at the heart of what they do.
I have been in the market looking for key man insurance for 6 months dealing with companies that frustrated me to the point where I gave up. Since dealing with Furnley House I have received nothing but the highest professionalism, transparency and no nonsense customer service. I have now moved all my insurance and pensions to them as I have finally found a company I can trust.
The service was amazing, highly recommended.
I thank you for your honesty and integrity throughout. You have been frank and not used the jargon that so often seems to come with a “hard sell.” When asked about fees, you told us what the cost would be. There was never any attempt to conceal any hidden charges. This has led us to trust your guidance and to seek to retain your services in the days ahead. You have explained to us what investments will be best suited to our circumstances. We are confident you will monitor our investments and ensure good management now and in the future.