News &
Financial Updates

Our aim is to keep Clients abreast of the things that matter, wherever in the world you may be.


Guide to Alternative Investments



Ongoing Client communication is at the heart of our service. We regularly publish thought leadership pieces and deliver regular market commentaries and portfolio reports.

Finura Makes 2 New Hires To Drive Expansion

Finura has expanded its advisory team with the recruitment of James Dubignon and Chris Budden.

Pensioners boosted by promise to re-instate triple lock

Pensioners are in line for a £733 boost to the state pension next year, after the Government promised to reinstate the state pension “triple lock”.

The National Insurance Tax Rise and What It Means

The UK government raised the rate of National Insurance (NI) by 1.25 percentage points as of Wednesday 6 April. Here’s what the changes to NI mean for you.

Words of Advice from the Financial Greats

In the context of finance and investment, there are a number of financial greats who have imparted their wisdom that has stood the test of time.

Podcast: how we beat inflation in the 1970s – now can we do it again?

With inflation rising there are worries we could be in for a damaging repeat of the 1970s. Keith Wade, Schroders Chief Economist, explains what happened and why it’s still relevant now.

Property & Mortgage Outlook – April 2022

Currently, housing demand remains at an all-time high with demand considerably outweighing supply and a reported six or more offers at the asking price or above for the most desirable properties.

Spring Statement Highlights

While the Chancellor’s two previous announcements were dominated by Covid-19 support measures, this year’s Spring Statement was very much focused on addressing the cost of living crisis and was not the mini budget that some had predicted.


Please find below our current Client brochure alongside a selection of takeaway guides relating to different areas of financial planning.

Client Brochure - Who We Are

An introduction to Finura, detailing how we work and what you can expect as a Client of Finura.


Budget Summary Autumn 2021

An overview of the all the taxation changes announced in the most recent budget.


Guide to Year End Tax Planning 2021/22

A brief guide on the key areas of tax planning that should be taken into account ahead of tax year end.


50 Tax Planning Strategies 2021-22

This guide highlights 50 ways in which you can currently use certain tax reliefs to your advantage and how to avoid some of the tax penalties.



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.



The central aim of Alternative Investment schemes is to encourage individuals to invest in smaller, unquoted trading companies which often find capital difficult to raise


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.


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.


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.


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.


Guide to Inflation

Inflation is being experienced all around the world as prices of food, fuel, electricity, and many other items that make up our routine shopping are going up fast. This marks a distinct change. In recent memory, inflation in most developed economies has been low. So what has changed, and what does it mean for investors?


Market Commentary

Monthly Market Commentary – February 2022

A review of markets in February, when financial market activity was overshadowed by the shocking invasion of Ukraine by Russia.

Monthly Market Commentary – January 2022

A look back at markets in January when equities fell amid caution over the outlook for US interest rates and the uncertain situation in Ukraine.

Monthly Market Commentary – December 2021

A look back at Q4 2021, when developed market shares posted strong returns despite the emergence of the Omicron variant and the prospect of tighter central bank policy.

Quarterly Reports

Quarterly Portfolio Review Q2 2021

The latest insights from Schroder Investment Solutions (SIS) Chief Investment Officer, Alex Funk, including market performance and commentary specific to the SIS portfolios and funds.

Quarterly Portfolio Review Q1 2021

The latest insight from our Fusion Wealth Chief Investment Officer, Alex Funk, and the team at Schroders alongside an update on the portfolio performance and asset allocation of Fusion Wealth portfolios

Quarterly Portfolio Review Q4 2020

Read the latest insight from the Schroders’ team alongside an update on the positioning and performance of Fusion Wealth portfolios.

Finance in the news

Finance in the News – w/c 04.04.22

Short summaries of recent articles we think you will find useful from some of the UK’s broadsheets.

Finance in the News – w/c 14.03.22

Short summaries of recent articles we think you will find useful from some of the UK’s broadsheets.