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.
What does the Conservative Win mean for the UK Economy?
With a clear majority win for the Conservatives, the economy finally looks set to receive some much-needed stability and clarity on what we can expect to happen next.
Below is a summary of some of the predictions of what the Conservative victory will mean for markets, Brexit and the EU.
Two parties announce their plan for the first 100 days
The Conservative and Labour parties have published a plan of what they will do if they win the coming Election.
House price rises despite Brexit looming large
UK house prices were 2.1% higher last month than they were a year ago at an average price of £234,625, according to the Halifax House Price Index.
Finura Shortlisted for Adviser Firm of the Year in the Professional Adviser Awards 2020
Finura is delighted to announce that we have been shortlisted, once more, in the Adviser Firm of the Year (London) category at the Professional Adviser Awards.
Press Coverage – John Wollers Chartered Financial Planner talks to Citywire
Chartered Financial Planner John Wollers spoke to Ashley Thomas-Walsh at Citywire about his journey into financial planning and his ambitions at Finura.
The three main parties have published their manifestos – what did they say?
The three main parties have now all published their manifestos. They have all included separate costing supplements alongside their manifestos, which often contain tax detail missing from the main documents.
70 is the new 65
Viewing 65 as the marker for old age is an outdated notion, a report from the Office for National Statistics (ONS) has said, as new data suggests the health of a 70-year-old today is comparable to that of someone five years their junior a decade ago.
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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