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.
The British government has announced plans to raise the age at which pension pots can be accessed from 55 to 57.
Inheritance tax (IHT) was introduced by the Finance Act 1986 to replace capital transfer tax and applies for transfers made on or after 18 March 1986.
There is a common misconception that trusts are only used by the wealthy. However, they are accessible to all and can be a useful tool as part of a wider inheritance tax planning strategy. There are various reasons why a trust may be set up; some can be written into your Will and others can be set up independently. Here we explain what trusts are, what they do and the different types of trust available.