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
Aarti Bharakada | Mortgage & Protection Adviser
Our Financial Support Team
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
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.
Estelle Hall | Client Relationship Manager
Charlotte Stevens | Financial Planning Administrator
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
Scott Hornsby | Office Support Administrator
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
Damian Ferguson | Commercial 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.
Richard Burrows | Training and Competence Consultant
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.
“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.”
Thank you so much for making the processes of getting a mortgage ,remortgaging & arranging life cover a lot less painful than they could of been.
“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!”
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!!
“5 stars for Barbara Kidson Absolutely brilliant! Very helpful from start to the end.”
“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.”