Balancing risk, return and liquidity in your investment plans
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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Investment & Tax Planning
Deciding that you would like to invest is often the easy part; knowing how to quantify risk and choose from hundreds of investment strategies is harder.
At Finura, we apply a consistent framework to help identify your investment goals and appropriate solutions.
We believe that access to good value, above benchmark investment solutions should be a pre-requisite of a financial planning firm. We have built our proposition to deliver a wide variety of investment strategies and risk rated, diversified, multi-asset solutions. Whether you prefer active or passive management, higher risk or guaranteed solutions, we will implement the right blend to help meet your financial and lifestyle goals.
Where clients have a specific area they would like to invest in or sector they wish to research, we can access industry-leading research technology to help you make an informed choice.
We can provide research on and access to a wide range of investment houses and styles.
We can provide research on and access to a wide range of investment houses and styles. Some common strategies include:
- Bespoke Discretionary Fund Management
- Model Portfolio Management
- Self Selection through fund supermarkets
- Structured Products
- Guaranteed Funds
- Smoothed Funds
- Venture Capital Trusts
- Enterprise Investment Schemes
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