Welcome to the
Finura Client Portal

Our investment in technology delivers Clients personalised and intelligence-driven advice supported by secure, 24/7 access to your overall wealth online, at any time.

Use the links below to access your Wealth Platform and Secure Document Vault containing all your plan valuations and regulatory statements.

Client Wealth Platform

Your Wealth Platform offers secure 24/7 access to your portfolio and overall wealth via mobile and desktop, meaning you can keep track of all your assets online, at any time. Click the image below to register or log on.





Client Secure Document Vault

Click below to access your Secure Document Vault, where you can find and store all regulatory and compliance documentation relevant to your investments held on the Fusion platform.



Articles

The Great Wealth Transfer: Baby Boomers To Pass On $53 Trillion To Their Children By 2045.

Baby boomers are set to pass on $53 trillion to their children by 2045 in what experts have called the ‘greatest wealth transfer in history.’

ISAs: 25 Years On

When they first appeared, in April 1999, ISAs were seen largely as a rebranding by the then Labour Chancellor, Gordon Brown, of two schemes introduced by his Conservative predecessors: Nigel Lawson (Personal Equity Plans – PEPs) and John Major (Tax Exempt Special Savings Accounts – TESSAs). Since that far off day, ISAs have undergone many changes.

Market Commentary

Your Market Review April 2024

A look back at markets in April when higher US inflation caused investors to reassess the timeframe for interest rate cuts.

Your Market Review March 2024

A look back at markets in Q1 when global equities posted robust gains.

Your Market Review February 2024

A review of markets in February when Chinese shares advanced.

Quarterly Reports

Your Quarterly Portfolio Review Q3 2023

The latest insights from Schroder Investment Solutions (SIS) Chief Investment Officer, Alex Funk, including market performance and commentary specific to the SIS portfolios and funds.

Your Quarterly Portfolio Review Q2 2023

The latest insights from Schroder Investment Solutions (SIS) Chief Investment Officer, Alex Funk, including market performance and commentary specific to the SIS portfolios and funds.

Your Quarterly Portfolio Review Q1 2023

The latest insights from Schroder Investment Solutions (SIS) Chief Investment Officer, Alex Funk, including market performance and commentary specific to the SIS portfolios and funds.

Finance in the news

Gifting Property: What Are The Inheritance Tax Implications?

Contrary to widespread belief, inheritance tax does not just impact the extremely wealthy. Rising property prices have meant more estates than ever are likely to face an inheritance tax bill.

Finance in the News – w/c 07.11.22

Short summaries of recent articles we think you will find useful from some of the UK’s broadsheets.

Finance in the News – w/c 31.10.22

Short summaries of recent articles we think you will find useful from some of the UK’s broadsheets.

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