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.
DownloadClient Brochure - Who We Are
An introduction to Finura, detailing how we work and what you can expect as a Client of Finura.
DownloadYour Autumn Statement Summary 2023
An overview of the all the taxation changes announced in the most recent budget.
DownloadYour 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.
DownloadYour 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.
DownloadYour 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.
DownloadYour 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.
DownloadYour 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.
DownloadYour 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.
Download