Financial planning to make a positive impact on your life

Financial planning & wealth management – achieve financial security, grow your wealth and enjoy your future

Why choose us?

Evolving lives need evolving financial plans

What’s on your mind?

Am I paying more tax than I should?

We'll help you ensure you keep as much of your wealth as possible through smart, efficient planning.

Will I have enough to enjoy the retirement I want?

We’ll show you how to enjoy life now and plan confidently for later.

Can I reduce the inheritance tax on my estate?

We’ll help you protect your legacy and pass on wealth efficiently and fairly.

Are my investments doing what they should?

We tailor wealth strategies to your values and aspirations, while perfoming effectively.

Am I making the most of my business?

We’ll help you turn business success into lasting personal financial freedom.

How do I balance today’s goals with tomorrow’s plans?

We use visual, interactive lifestyle modelling to show how your choices shape your future.

Our Financial Planning Services

We believe financial planning should make a positive impact on your life, and that planning is much more than just managing investments. It’s about understanding how you think and feel about wealth, tapping onto the excitement of what you can do with it.

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Wealth management

Rooted in your values and goals, Finura builds investment strategies tailored to your timeline, budget, and risk comfort. Through our partnership with Schroder Investment Solutions, you benefit from disciplined, cost-effective wealth management supported by global expertise.

Discover our approach

Awards

Industry-recognised wealth planning. With 25+ award wins from peers, press and our own people

Testimonials

We are proud of our awards, but what really counts is what our clients think about us

The Finura team are knowledgeable but approachable and offer personalised advice that has helped me understand and improve my financial situation so that I feel my family is secure and we can confidently plan for the future.

Amanda Newcombe

I value the personal touch. I feel that my planner fully understands my situation and offers fully appropriate advice. They are also flexible and practical.

Matthew Potter

Friendly, professional and, more importantly, a trusted adviser and support colleagues who I feel very comfortable to share all my expectations and worries with regarding my financial future.

Ralph Napolitano

I have been with Finura for over 10 years now - I always get the best advice, they calmly explain more complex issues and are good fun to deal with.

Edward Donne

I’m very happy with the service and advice I receive and always feel my personal interests are at the forefront when it comes to managing my affairs. Thank you.

Tania Wells