Overview

Finura was founded in 2014 with a vision to deliver an exceptional client experience from beginning to end, to become the most highly-referred name in financial services. We are a multi-disciplinary financial planning practice for private clients, business owners and trustees. In order to create the best financial planning firm in the country, we have brought together broad advice permissions, efficient compliance and advanced technology at a highly competitive cost. In addition, in partnership with Schroders, we have access to the award-winning global and institutional expertise of one of the world’s largest private investment houses. We work collaboratively to create a real-time house view on global economics, which keeps clients abreast of relevant factors that may impact plans. Leaning on cutting-edge behavioural finance research and using Lifestyle and Cash Flow modelling software, we see our job as empowering clients to make better financial decisions to meet their lifestyle needs. Also to collaborate with clients to deliver innovative ideas and a unique plan delivered with integrity and personality. In 2019, Finura proudly gained the Pensions Transfer Gold Standard: "Financial advice firms who adopt the Pensions Transfer Gold Standard adhere to a set of principles. As a result you can be confident that you are dealing with an ethical adviser and professional advice firm that has your best interests at heart when receiving financial advice in relation to whether or not you should transfer your pension." Quote source: The Personal Finance Society, part of the Chartered Insurance Institute group.