Press Release – Matthew Boreham joins Finura as growth momentum continues
Share
Finura is delighted to announce the addition of Chartered Financial Planner Matthew Boreham to our Financial Planning team. As Finura continues to grow year-on year, we are happy to secure Matthew as we continue to look for top-tier talent to provide quality financial planning and exceptional Client experience.
Matthew joins Finura from Progeny, bringing with him a wealth of experience in dealing with high net worths and complex Client needs, that align with our lifestyle planning and Client-first approach. He joins a team of 15 planners collectively supporting over 1,500 families and business owners across the UK.
With current Assets Under Management (AUM) around £1bn, Finura offers an alternative path to more traditional wealth managers or consolidator-backed businesses, as they continue to attract high calibre talent and provide succession planning for planners with aligned values.
Rio Stedford, Head of Financial Planning, commented:
“We are thrilled to welcome Matthew Boreham to our growing team. His expertise in retirement and family wealth planning, as well as his passion for helping Clients to visualise their financial future, enabling them to make financial decisions with clarity and confidence, align seamlessly with Finura’s values. As we continue to evolve and strengthen our financial planning team, Matthew will play a key role in delivering high-quality advice to our Clients.”
Nathan Mead-Wellings, Co-Founder and CEO, commented:
“We are pleased Matthew is joining Finura. The market is very competitive for top talent and Matthew selecting us over competitors is a credit to our team, and we feel a positive vindication that progressive planners share our value and lifestyle planning focused approach. As we continue to grow organically and provide succession plans for those looking to exit, Matthew’s contribution will be invaluable, and we are looking forward to growing with him.”
For further information, please contact: Isabelle Featherstone, Senior Communications and Marketing Manager.
Share
Other News
PETs vs CLTs: What You Should Know About Lifetime Gifts And Inheritance Tax
When it comes to passing on wealth efficiently, lifetime gifting can be one of the most effective tools in your estate planning strategy. But not all gifts are treated equally — and for high-net-worth (HNW) families, understanding the distinction between PETs and CLTs can mean the difference between zero tax and an immediate 20% charge.
Good Taste Or Good Value? A Financial Planner’s Guide To Expensive Wine
Times Money Mentor recently posed the perennial dinner-party question: is a steeply-priced bottle really worth it? Their answer, in short, is “sometimes – but not for the reasons you may think.”
Saving For Your Children: A Guide For Women Building Financial Futures
In today’s modern world, women juggle an increasing number of roles, from being a parent, caregivers, building a career and supporting their partners, all the while thinking ahead to the kind of future they want for their children. One of the most powerful gifts we can give them is a sense of financial security and the freedom to pursue their dreams.