HELPING ENSURE YOUR INSURANCE PAYS WHAT YOU NEED WHEN YOU NEED IT
What Sets us apart
Our clients are those of Finura and not the individual adviser. We provide clients with direct access to our specialist advisers and our client support team, so that you can get the information you need, when you need it, by the most qualified person.
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Insurance & Protection Planning
We insure a lot of things in our private lives.
We have contents and travel insurance, phone and car insurance but we often forget about the most valuable asset – ourselves.
Whether you are looking to protect debt, lifestyle, or both, Finura can audit your current personal and work insurance and provide solutions to ensure that you and your family are comprehensively protected. We always make sure to set up any insurance in the most tax efficient and cost effective way available. Where possible, Finura only uses insurance services that have been awarded a 5 star Defaqto rating.
We can provide advice across a wide range of protection and insurance options, including:
- Life insurance
- Critical Illness cover
- Private Medical insurance
- Permanent Health insurance
- Whole of Life insurance
- Family Income Benefit insurance
- Home and Contents insurance
- High Value and Luxury Item insurance
INVESTMENT & TAX PLANNING
Finura is able to advise and construct individual investment solutions for both the hands-on and passive investor. We can structure solutions for income and growth at all risk levels. We can help with lump sum and regular saving as well as supporting trustees.
MORTGAGE ADVICE
Our mortgage service takes the stress and hassle out of applying for a mortgage. Whether you are looking for residential, investment, buy-to-let or commercial property finance, we can help you make the right choice for your circumstances.
PENSIONS & RETIREMENT
Accounting for the recent and ongoing rule changes, Finura helps create robust, efficient and innovative pension and retirement plans, designed to provide flexibility and security in retirement for you and your family. We can also advise on annual, lifetime and carry forward pension allowances.
INHERITANCE & ESTATE PLANNING
Finura plans and manages inheritance and estate planning solutions, helping clients to protect their legacies and provide for their families in later life.
INSURANCE & PROTECTION PLANNING
Whether you are looking to protect debt, lifestyle, or both, Finura can audit your current personal and work insurance and provide solutions to ensure that you and your family are comprehensively protected.
SME & CORPORATE FINANCIAL PLANNING
We specialise in the SME market as we are one ourselves. The need for corporate financial planning for contractors, limited companies, partnerships and sole traders is just as important as it is for individuals.
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How We Work
At Finura, we place an enhanced focus on gaining an in-depth understanding of who our clients are, what makes them tick and what their personal, financial and lifestyle aspirations are.
By combining advanced cash flow modelling and behavioural finance software with a service-driven approach to financial planning, we help clients to better understand the decisions they are making and to see how those choices will help them achieve their financial objectives.
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How can we help?
Whatever your enquiry, our friendly, professional team is always here to help.
Simply complete the form and one of our advisers will promptly be in touch.
5th Floor
20 Old Bailey
London
EC4M 7AN