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.
How unrealistic expectations can damage your returns
We have written regularly about the effects of allowing our feelings, thoughts and emotions to cloud our financial decision making. Yet even when we take steps to understand our individual investor personalities, it is also important to manage our expectations of how our investments will perform.
Finura achieves Independent Financial Advice Gold Standard Award 2019
We are delighted to reveal that Finura has achieved the Independent Financial Advice Gold Standard Award.
Multi-asset outlook: Q3 Update
Global head of Multi-Asset Investments, Johanna Kyrklund looks back at Q3, highlighting global demand, GDP Growth and equity markets in this cycle.
The first tax increase has been announced
As if to confirm the sidelining of his Chancellor, the Prime Minister has announced a corporation tax increase from 2020.
Time in the Market, not Timing the Markets
We have all been told to ‘follow our instincts’ at some point in our lives but, when it comes to our finances, research has shown that going against what comes ‘naturally’ could help you achieve your long-term financial and lifestyle goals faster.
Common mistakes that investors make…..and how to overcome them
With ongoing uncertainty clouding our economy, the past six months market activity have highlighted two common errors that investors have been making, both of which can be remedied but both of which influence how their portfolios have performed.
Home Insurance – What is it Worth?
Our homes are one of our most valuable possessions – not simply from a bricks and mortar perspective, but all the contents, memories and comforts that it holds within.
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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