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). Neil has also achieved Pension Transfer Gold Standard, a voluntary code of good practice for safeguarded and defined benefit transfer advice.
Contact Neil on 07733 106 771 or by email at firstname.lastname@example.org
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.
Contact John on 07887 764 434 or by email at email@example.com
George Simpson | Financial Planner | Senior Partner
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.
Contact George on 07956 163 649 or by email at firstname.lastname@example.org
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.
Contact Steve on 07944 568 071 or by email at email@example.com
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.
Paul has achieved Pension Transfer Gold Standard, a voluntary code of good practice for safeguarded and defined benefit transfer advice.
Contact Paul on 07734 665 300 or by email at firstname.lastname@example.org
Matt Hughes | Financial Planner
Matt been offering advice on Investments, Pensions, Insurance and Later Life Planning across Leicestershire since 2016 an is pleased to be working with Furnley House to continue to help clients with their financial situation.
As an Independent Financial Adviser, Matt is able to search the whole of market and ensure his clients are getting the best solution for their financial needs.
Contact Matt on 07577 766 625 or by email at email@example.com
Paul Hubbert | Financial Planner
Joining the Furnley House team in 2020, Paul’s focus is very much on clients and helping them achieve and maintain their financial goals. He finds helping people very rewarding.
Outside of work, Paul can often be found cooking, keeping fit or cheering the Leicester Tigers.
Contact Paul on firstname.lastname@example.org or 0749 397 1553.
Karl Jones | Financial Planner
Day to day, he works to make sure that clients needs are met and to deliver a first-class service. Karl searches the whole of market and ensure his clients are getting the best solution for their financial needs.
He’s also a qualified Mortgage and Equity Release adviser, however he leaves that to our specialist Mortgage and Protection team!
Contact Karl on 07555 461 336 or by email at email@example.com
Our Mortgage and Protection Advisers
Kevin Dunn | Co-Founder / Senior Adviser
Having originally helped integrate Mortgages into Furnley House, Kevin 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.
Contact Kevin on 07507 754 181 or by email at firstname.lastname@example.org
Our Financial Support Team
Nicki Thomas | Head of Mortgage Proposition
Tony Riley | Head of Advice
Megan Doherty | Client Relationship Manager
Samantha Cartwright | Financial Planning Administrator
Sam also provides administrative support to the Leicester Office.
Sarah Collier | Platform Specialist
Helen Haley | Platform Specialist
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.
Jean Paul Betancourt Paz | Paraplanner
Jean Paul loves cooking, mainly because you get to eat at the end! He also enjoys football and Scuba Diving.
Wasif Kamal | Client Relationship Manager
He’s previously worked as part of a financial strategies team and has a Degree in Economics.
Rosie Haley | Financial Administrator
Mel Fura | Client Relationship Manager
Kate Westbury | Client Relationship Manager
Jon Kirby | Client Relationship Manager
Having previously worked in a retail bank for over 10 years, Jon has also gained his Diploma in Financial Advice Level 4 as well as CeMAP accreditation and Cert RCBC.
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.
Damian Ferguson | Finance Director
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.
Tara Bailiss | Office Manager
Tara’s organisation skills are second to none and she’s previously had experience running events for thousands of attendees all over the world.
Heather Watton | Group Accountant
With nearly 10 years’ overall experience in finance, Heather has spent the last 7 years working in the IFA/Financial Services Industry.
She’s AAT Qualified and currently studying towards being fully CIMA Qualified.
I’ve had contact with several people in the organisation and received excellent customer service and advice. No pressure, just great advice, tailored to me on top of being extremely responsive. The client portal is the best I’ve seen and keeps everything in one place. Very highly recommended.
Pete and Helen are clients of John Woolhouse and we asked them about their relationship with John and how having a good Financial Adviser has helped them achieve their dreams.
Excellent customer service and advice. No pressure, just great advice, tailored to me on top of being extremely responsive.
“I am very satisfied with the level of professional advice given and the personal service I received from Furnley House.”
Excellent service and company, I feel assured my future investments/pension is secure. Paul is great, explains everything so I can understand it, nothing is ever a problem, his professionalism is top drawer. Many thanks Paul.
“Anastasija gave clear, helpful advice and was warm & friendly. I wouldn’t now consider making a large financial decision without contacting Furnley House.”
Kevin has always given brilliant advice. I have been particularly impressed in how he has explained the process to me as someone who doesn’t understand the financial world particularly well. He has listened to any concerns and done what is right for me.
Steve Collier joined us as Financial Planner in September 2016. With over 30 years of experience in the financial services industry, Steve bought a wealth of knowledge to Furnley House and a number of his clients chose to stay with Steve and moved their investments to Furnley House. One of those clients was Stephen Walsh, he started working with Steve ove… Read more
In the 2+ years that my wife and I have been using Furnley House to manage our investment portfolios, the service we have received has been nothing short of exemplary.
We have been so impressed and grateful for the personal service we have received. Our adviser feels like a personal friend and a great support in an area of which we have little knowledge.