Finura Named In NMA’s Top 100 For 2020

We are delighted to announce that Finura have been chosen as a New Model Adviser Top 100 firm.

The NMA Top 100 celebrates the best of the professional financial planning community and recognises advice firms across the UK who are leading the way in the industry and providing exceptional Client service, even in these more testing times.

Firms of all sizes could enter and our responses were assessed using a point-scoring system, approved by AKG. They looked for evidence of well-qualified staff, robust investment propositions, carefully segmented Client bases, good use of technology, willingness to share best practice, Client education, recruitment and contribution to professional standards to name just a few factors.

Nathan Mead-Wellings, Director at Finura, said:

“Proper financial planning is rarely about investing in isolation; it is about understanding goals and values, current behaviours, biases and empowering people to see how small decisions taken today can make such a positive impact to your life tomorrow.”

You can view our listing and those of the other 99 chosen firms here.

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.

Past performance is not a guide to future performance and may not be repeated. Capital is at risk; investments and the income from them can fall as well as rise and investors may not get back the amounts originally invested.

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://citywire.co.uk/new-model-adviser/news/the-top-100-2020-see-the-next-25-firms-on-this-years-list/a1417995#

Other News

The Value Of Advice For Retirees

With the costs of living continuing to increase and interest rates at all-time lows, pensioners are feeling the squeeze on the long-term value of their pension pots.

Early retirement options post-pandemic

Latest statistics from the Office for National Statistics, combined with a study from provider LV, have suggested thousands of people aged 55 and above have been leaving the full-time workforce since the coronavirus crisis began.

Property investment 2021

As numerous assets struggled to handle the unprecedented uncertainty imbued into the markets due to Covid-19, British property was able to easily hold its value.