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.
Who Should Be Responsible For Mitigating Climate Change?
We can all ‘do our bit’ when it comes to caring for the environment. But, are the companies we are investing in also playing their part?
Deal or No Deal: Brexit and House Prices
On 31 December the post-Brexit transition period ends. The Times describes how the two varieties of Brexit are likely to impact house prices and mortgages.
50 terms every sustainable investor should understand
As the impact of climate change continues to hit headlines, investors around the world are seeking out ways of putting their money to work in more sustainable investments. Here’s a glossary of the key terms every sustainable investor, or anyone new to the field, needs to know.
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 Correlation Between Climate Change and Regional Investment Returns
The topic of climate change is nothing new. Like it or not, it is here to stay and will have a profound impact on the way we live our lives over the next 30 years.
What Lockdown 2.0 means for your finances
Billions of pounds in support for struggling households has been paid out since the first lockdown, protecting more than nine million jobs. What can we expect this time?
Responsible Investing Does Not Have to Mean Sacrificing Returns
Over the years, there has been a widespread view that choosing to invest sustainably meant forfeiting greater returns. However, recent research has shown that this is not necessarily the case.
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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