On the 11th February, Finura Partners attended the Professional Advisor Awards 2016. From over 200 entrants, we were shortlisted for the Best Client Engagement category alongside 11 other firms. Although we didn’t win on the night, it was a great experience for the team and something we are very proud to have achieved just 2 years after Finura Partners began.
We will continue working hard to become the most highly referred UK financial planning company, delivering exceptional client service from inception to conclusion.
Highlights of the evening can be found here.
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?
In her latest budget, Chancellor Rachel Reeves introduced a major change to inheritance tax rules, bringing pensions into the scope of an individual’s estate.
In the latest Schroders podcast, Fund Manager Jack Dempsey joins David Brett in the pod to discuss investing in the circular economy.