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

Tax year end planning checklist for individuals – 2021/22 tax year

A handy checklist of suggested planning considerations for individuals for the end of the tax year.

Property & Mortgage Outlook – January 2022

Average UK property prices hit a new record high at the end of 2021, making it the strongest calendar year for price growth since before the Global Financial Crisis (GFC) in 2008.

Market Commentary

Monthly Market Commentary – December 2021

A look back at Q4 2021, when developed market shares posted strong returns despite the emergence of the Omicron variant and the prospect of tighter central bank policy.

Monthly Market Commentary – November 2021

A review of markets in November when the identification of a new Covid-19 variant sent shares lower.

Monthly Market Commentary – October 2021

A look back at markets in October, when shares shrugged off worries over inflation to make further upward progress.

Quarterly Reports

Quarterly Portfolio Review Q3 2021

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.

Quarterly Portfolio Review Q2 2021

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.

Quarterly Portfolio Review Q1 2021

The latest insight from our Fusion Wealth Chief Investment Officer, Alex Funk, and the team at Schroders alongside an update on the portfolio performance and asset allocation of Fusion Wealth portfolios

Finance in the news

Finance in the News – w/c 18.01.22

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

Finance in the News – w/c 11.01.22

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

Finance in the News – w/c 20.12.21

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

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