Your financial planning partner
We’re Furnley House, a Certified B Corporation™ and multi-award winning Independent Financial Planner and Mortgage Broker, founded in 2013 to provide high quality solutions to individuals, families, business owners and corporate clients, helping them work towards and achieve their goals.
We’re Furnley House, a Certified B Corporation™ and multi-award winning Independent Financial Planner and Mortgage Broker, founded in 2013 to provide high quality solutions to private individuals, families, business owners and corporate clients, helping them work towards and achieve their goals.
We're here to help you plan and secure the life you want to live
R.C.
"I have had the pleasure of working with Furnley House over many years. They have beenincredibly helpful in dealing with everything from my mortgage requirements and pension planning. Enthusiastic and totally professional services. Thank You Furnley House."
D.S.
"Furnley House is always quick to respond to any queries. Very professional and friendly. Everything explained in terms I can understand!"
J.D.
"Furnley House conducts a very friendly, professional service that is exceptionally informative. My adviser has embodied the firm’s ethos with his engaging manner that I can trust and approach with ease."
J.P.
"Full information provided and my adviser did a great job fully understanding my requirements. He added that personal touch that many businesses fail to do."
A.C.
"Welcomed warmly by reception staff and refreshment offered. Welcomed warmly by the adviser and not kept waiting. He listened and interacted well and made us at ease. I felt my investment was in safe hands."
Advice and Planning
Financial Planning helps you achieve your dreams and enjoy your retirement
Our Financial Advisers can help with:
- Reviewing your pensions
- Protecting your wealth
- Savings and Investments
- Retirement income strategy
- Mortgages
- Life cover and income protection
Helping you achieve your financial goals
Whatever your stage in life, we’re here to help you achieve your financial goals.
Whether your objective is the creation of wealth, its management and growth, its protection or its transfer through generations, we want to be your financial planning partner.
Empathy, understanding and attention to detail
We're all facing various challenges and opportunities in life.
What's yours?
Click below to explore
Congratulations! Your first child is an exciting and stressful time, and that can make it hard to focus on areas of your life like finances. That’s what we’re here for. You may need to consider:
Whether it is worth saving for your child’s future now?
How you’ll pay for university should they wish to go?
What support your child may need if the worst happened to you?
We’re here to make it simple.
- Setting up Junior ISAs,
- Ensuring your protection is suitable for you,
- Investing for your child’s future.
Blogs you may find helpful:
We understand that diving into the world of investing can seem overwhelming. Here's what you might want to consider:
What are your investment goals and time frame to achieve them?
How much risk are you comfortable taking with your investments?
What types of investments align with your financial objectives?
We’re here to support you on your investment journey by:
- Conducting a thorough financial assessment to align your investments with your goals,
- Crafting a personalised investment strategy based on your risk tolerance and objectives,
- Providing ongoing support to optimise your portfolio and achieve your financial aspirations.
You may find this guide helpful:
We understand how stressful buying a property for the first time can be and we want to make it as easy as possible. That’s what we’re here for. What is on your mind?
Is it the right time to buy a home?
How much can you afford to borrow for a mortgage?
What type of mortgage best suits your needs and financial situation?
We'll support you every step of the way by:
- Explaining mortgage options and helping you choose the best one,
- Calculating affordability and assisting with budgeting,
- Providing guidance on the home buying process.
You may find this guide helpful:
Reassessing your mortgage through remortgaging can be just as important and potentially stressful as buying a property for the first time. Our goal is to ease those worries and make the process as simple as possible. Do these questions come into your head when thinking of remortgaging?: Is it the right time to remortgage?
How much can you afford to borrow through remortgaging?
What type of remortgage is best for you?
We'll help you find the best solution to your needs by:
- Explaining remortgage options and helping you choose your best one,
- Working out what you can afford and helping you budget,
Guiding you through the remortgaging process.
Blogs you may find helpful:
As your investments continue to grow, it's natural to face both excitement and a few uncertainties along the way. Managing your finances effectively during this phase can be complex, but that's where we step in. Here are some key considerations you may want to focus on:
Is it worth expanding your investment portfolio now?
How can you continue to grow your investments for the future?
What steps can you take to protect your investments?
We're here to make it easier by:
- Setting up investment accounts,
- Ensuring your investment strategy is suitable to your goals,
- Providing guidance on investment options.
Blogs you may find helpful:
As you contemplate retirement planning, it's natural to feel a blend of anticipation and uncertainty. We're here to assist you in addressing these important matters and ensuring that you're well-prepared to enjoy a fulfilling retirement. Do these thoughts wonder in your mind?:
What do I actually want to do during my retirement?
Will my savings be enough?
Are my pension pots set up for best growth opportunities?
We're committed to simplifying the retirement planning process by:
Providing personalised advice on your pension,
Offering retirement planning strategy and tools,
- Continuously monitoring your retirement plan.
Blogs you may find helpful:
Expanding your business is an exciting step, but it also comes with its own set of challenges and things to think about. We're here to help you as you grow your business and make sure it continues to do well. Here are some important things that may be on your mind:
Are my goals set clear for a business growth?
Can I actually achieve business goals with my finances?
What is the best strategy for a comprehensive growth?
Your success is our priority. We can help by:
- Offering insightful guidance with clear financial strategy,
- Setting up investment, protection and retirement planning for you, your company and employees,
Continues evaluation and adjustment to changes in business.
Blogs you may find helpful:
We're here to help you make the process as simple as possible by:
- Guiding you through the legal and financial aspects,
- Providing guidance on asset division,
Assisting with future financial planning
Blogs you may find helpful:
Approaching retirement often stirs up a blend of excitement and concern about your financial prospects. Navigating this transition effectively can be challenging, but that's where our expertise comes into play. Here are some important factors to keep in mind:
Are you financially prepared for retirement?
How can you optimise your retirement savings?
What steps can you take to protect your retirement savings?
It's never too late to start your retirement planning. We can help you by:
- Setting up retirement accounts,
- Ensuring your retirement strategy is suitable,
- Providing guidance on retirement options.
You may find this guide helpful:
We can help you secure your children/grandchildren financial future by:
- Assisting with Junior ISA setup,
- Providing investment advice,
- Offering ongoing support.
Blogs you may find helpful:
We're here to make your later life planning easier by:
- Assisting with retirement account management,
- Offering long-term care planning,
- Addressing financial concerns and providing best possible solutions.
You may find this guide helpful:
We're here to help you secure the coverage you need by:
- Assisting with insurance policy selection and setup,
- Providing personalised insurance advice tailored to your needs,
- Offering ongoing support to review and adjust your insurance coverage as needed.
Blogs you may find helpful:
Please note:
- The value of pensions and investments can fall as well as rise, and you could get back less than you invested.
- Your home may be repossessed if you do not keep up repayments on your mortgage.
- If premium payments are not maintained, the benefits of the plan will be put at risk. If premium payments cease altogether, the benefits of the plan will cease. The cover may be less than you need if you do not review it regularly.
Already receiving advice?
If you are already receiving financial advice and unsure if you are getting the focus and attention, we offer a no-obligation review.
- No obligation or commitments
- Free initial review
- A second opinion from an independent financial adviser
Why choose Furnley House?
We've each witnessed the hardship caused by a lack of ethical money guidance - people close to us, struggling to pay for things like retirement or medical treatment, just because they never had the right person there to give good advice.
We created Furnley House because we saw that financial advice could be different.
We created Furnley House because we saw that financial advice could be different.
Truly independent
Our advisers choose what's best for you, and we have access to the whole market, so we can draw on the full range of different options.
Professional
Our team is highly qualified and between us, we have more than 150 years' experience as financial advisers. We've seen the good, the bad and the ugly, and we're determined to raise the bar for our profession.
We'll be frank
We want to show you what real transparent financial advice is like. We're entirely unbiased, and if doing nothing is your best option, we'll tell you.
We walk in your shoes
We make your goals our own, and do everything to give you the best possible experience. We'll make sure everything is fast, simple and done on your terms. Our client testimonials say it all.
We take the long view
Our team is young enough to be with you for the long-term, planning ahead and anticipating your changing financial needs as you move through each stage of life.
We take it personally
It's about relationships, not products. We're looking to build a lifelong partnership with you and your family, as a trusted adviser you can turn to at any time.
What could you expect from wealth management?
Find out more about how we work and what you can expect, alternatively arrange a no obligation discovery call
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