Finura is pleased to announce we have achieved corporate Chartered status from the Chartered Insurance Institute.
Every firm that holds Chartered status adheres to an ethical code that underpins broader commitments to professional values.
These commitments include putting customers’ interests first, investing in ongoing development of their people’s technical skills and knowledge, plus supporting wider initiatives that benefit society as well as the growth of the profession.
Nathan Mead-Wellings, Director at Finura, comments:
“As Chartered Financial Planners, we are publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We provide solutions relevant to our Clients’ needs, maintaining our knowledge through qualifications and ongoing professional development.”
For more information on what being Chartered means, please watch the video below.
Articles on this website are offered only for general information and educational purposes. They are not offered as, and do not constitute, financial advice. You should not act or rely on any information contained in this website without first seeking advice from a professional.
You are now departing from the regulatory site of Finura. Finura is not responsible for the accuracy of the information contained within the linked site.
Sources: https://www.cii.co.uk/membership/join-us/chartered/corporate-chartered/why-choose-a-chartered-firm/
As we enter a new tax year, it’s a great time to take stock of your pension and make sure you’re making the most of the opportunities available. Here are the key updates and considerations for 2025/26 to help you stay ahead and get the best value from your retirement planning.
Rio Stedford, Head of Financial Planning at Finura, spoke to Professional Adviser about how the future of wealth planning now lies in a holistic approach that integrates hyper-personalisation, emotional intelligence, and outcome-based strategies 2025 marks a pivotal moment for the wealth management profession. Rapid technological advancements, shifting client expectations, regulatory, and political changes are reshaping […]
The “Spring forecast” will be presented to Parliament on 26 March 2025, alongside a statement from the Chancellor, Rachel Reeves. What do we anticipate being announced?