News &
Financial Updates

Our aim is to keep Clients abreast of the things that matter, wherever in the world you may be.

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    Guide to Alternative Investments








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    Articles

    Ongoing Client communication is at the heart of our service. We regularly publish thought leadership pieces and deliver regular market commentaries and portfolio reports.

    Lifestyle Modelling: The Crystal Ball for Your Financial Future

    Have you ever found yourself asking “When can I afford to retire?”, “Can I afford to leave a legacy for my loved ones?”, “How much do I need to be saving for retirement?”. If you have, lifestyle modelling will likely be beneficial for you.

    The truth about student loans

    Freshers heading to university this autumn can expect to pay more for their higher education than students graduating this summer, but paying off student loans doesn’t always make financial sense.

    Investing In Yourself: Improving Your Financial Wellbeing Is Self-Care

    Balancing careers, family responsibilities, and personal aspirations can be overwhelming. Amid this whirlwind, women often rally around each other, offering support for both our physical and mental wellbeing.

    Confronting The Pension Gap and Planning For Financial Independence

    While the gender pay gap remains a well-discussed issue, the pension gap often goes unnoticed. This gap refers to the disparity in retirement savings between men and women, presenting significant challenges for women’s financial security in their later years.

    Podcast: Re-imagining Retirement – Shifting Mindsets and Managing Risks

    In the latest Investor download, Rob Starkey, Portfolio Manager, Schroder Investment Solutions, discusses simple, effective risk management in retirement investing, highlighting annuities and the bucket approach for stability.

    Expats Returning To The UK: Avoid Financial Pitfalls With These 10 Tips

    Moving back to the UK after living overseas can mark an exciting turning point, but it can also be a complicated process.

    Investor Download: US election special

    An attempted assassination, a sitting president ending his re-election bid and nominating his VP as his preferred successor: it’s been a wild two weeks in US politics. What does it all mean for the race for White House, the economy and markets? Watch now to find out. Articles on this website are offered only for […]

    Downloads

    Please find below our current Client brochure alongside a selection of takeaway guides relating to different areas of financial planning.

    Our Fair Value Statement

    A document explaining our value to you, our culture and values, and the way we work with you.

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    Client Brochure - Who We Are

    An introduction to Finura, detailing how we work and what you can expect as a Client of Finura.

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    Your Autumn Statement Summary 2023

    An overview of the all the taxation changes announced in the most recent budget.

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    Your Guide to Tax Planning 2023/24

    A brief guide on 7 key areas of tax planning that should be taken into account during the current tax year.

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    Your Guide To ISAs

    When we save for the future we want our money to grow as much as possible. One of the easiest ways to maximise returns is to invest your money via an individual savings account, or ISA.

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    Your Guide To Sustaining Your Retirement Income

    Many factors contribute to a successful retirement; figuring what you are going to do with your time, keeping physically and mentally active, and managing your financial resources in a way that helps you achieve what matters to you.

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    Your Guide to Care Fees Planning

    A guide to help you navigate your way through the process of care fees when suddenly faced with a family member who needs care.

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    Your Guide to Family Wealth Preservation

    Inheritance tax is not just for the extremely wealthy. Rising property prices have meant more estates than ever are likely to face an inheritance tax bill. Here is a guide that will give you an idea on how you can plan ahead.

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    Your Guide to Climate Change

    As scientists continue to monitor how our efforts are impacting weather patterns and the surface temperature of the planet, economists have also been paying closer attention to how it will affect investment returns.

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    Market Reviews

    Your Market Review October 2024

    A look back at markets in October when equities fell, although Japan was a notable outperformer. Fixed income markets also retreated in the month.

    Your Market Review September 2024

    A look back at markets in Q3, when the Federal Reserve cut interest rates and China announced stimulus.

    Your Market Review August 2024

    A look back at markets in August when shares experienced extreme volatility at the start of the month.

    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.