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.
Finura selected as a finalist in the Chartered Insurance Institute Public Trust Awards
We are delighted to have been shortlisted for the Building Public Trust Consumer Marketing & Awareness Award.
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.
Property & Mortgage Outlook – May 2021
March was a pivotal month for the UK property market after a period of hesitancy amongst sellers since the start of 2021 and the third national lockdown.
Press Coverage – International Adviser
International Adviser speaks to Nathan Mead-Wellings about Finura’s plans for expansion.
A fair start to 2021
Global markets got off to a steady start in 2021 after the volatility of 2020.
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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