Ongoing Client communication is at the heart of our service. We regularly publish thought leadership pieces and deliver regular market commentaries and portfolio reports.
According to a survey by GoCompare Money, cutting back on spending and saving more for the future are top resolutions for many in 2021. If getting your finances in order is on your to-do list, here are some tips to help you get started.
In this 3 minute video, Chief Investment Officer Johanna Kyrklund and Chief Economist Keith Wade explain why the outlook for 2021 should be an optimistic one for investors.
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?
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.
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.
We are delighted to announce that Finura have been chosen as a New Model Adviser Top 100 firm.
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.
Please find below our current Client brochure alongside a selection of takeaway guides relating to different areas of financial planning.
Client Brochure - Who We Are
An introduction to Finura, detailing how we work and what you can expect as a Client of Finura.Download
Budget Summary 2021
An overview of the all the taxation changes announced in the most recent budget.Download
Guide to Year End Tax Planning 2021/22
A brief guide on the key areas of tax planning that should be taken into account ahead of tax year end.Download
GUIDE TO ALTERNATIVE INVESTMENTS
The central aim of Alternative Investment schemes is to encourage individuals to invest in smaller, unquoted trading companies which often find capital difficult to raiseDownload
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.Download
Guide to Care Options
A guide to help you navigate your way through the process when suddenly faced with a loved one who needs care.Download