Articles
Ongoing Client communication is at the heart of our service. We regularly publish thought leadership pieces and deliver regular market commentaries and portfolio reports.
Changes to the pensions triple lock possible
Downing Street has given its strongest signal yet that the pensions triple lock will be watered down because of the recent surge in average earnings, which under current rules would deliver a rise of more than 8% for pensioners next year.
Finura announced as finalist at the Money Marketing Awards 2021
We are thrilled that Finura has once again made the shortlist for Advice Firm of the Year at this year’s Money Marketing Awards.
Advised Clients Have Better Financial Wellbeing
A new report from Aegon has revealed the impact that taking financial advice can have on a Client’s financial wellbeing.
Video: 32 reasons not to invest in the stock market
In this short video, Schroders reveal why, despite all the shocks suffered in the stock market over the last four decades, investors might still have been better off staying invested.
UK house price growth cools
UK house price growth has dropped to its slowest pace in fourth months, new data shows, as the end of the temporary stamp duty holiday ended a boom in the property market.
Bank of England holds rates
The Bank of England last week opted to keep its main interest rate at the record low of 0.1% as it painted a fairly rosy picture about the near-term prospects for the British economy following the lifting of lockdown restrictions in the wake of the rapid rollout of coronavirus vaccines.
Video: A New Dimension To Investing
In the latest MyStory video, Kate Rogers, Head of Sustainability at Schroders Wealth, explains how measuring companies’ impacts could help protect profits and the planet.
Downloads
Please find below our current Client brochure alongside a selection of takeaway guides relating to different areas of financial planning.
Our Fair Value Statement
A document explaining our value to you, our culture and values, and the way we work with you.
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Client Brochure - Who We Are
An introduction to Finura, detailing how we work and what you can expect as a Client of Finura.
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Your Guide to Tax Planning 2024/25
A brief guide on 7 key areas of tax planning that should be taken into account during the current tax year.
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Your Guide To ISAs
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.
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Your 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.
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Your 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.
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Your 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.
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Your 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.
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