Finance and Insurance
Finura Partners offer a forward-thinking financial planning service to individuals, organisations and trustees and our vision is to be the most highly referred UK financial planning company. We deliver FCA regulated financial planning and ideas that work, underpinned by an ethos of client service that runs through our entire structure.
Our approach to planning looks to align client lifestyle aspirations with achievable financial goals and planning strategies. We spend as long as it takes to understand your motivations before creating short, mid and long -term plans that work across generations to protect wealth.
Our value add as advisors is not via investment management and fund picking; we outsource that to a team of dedicated professionals that fit your needs and expectations. Our alpha is in helping you develop lifestyle goals, utilising tax allowances, creating and protecting wealth and managing risk.
As a client of Finura you become part of a team and can expect outstanding service, regular personal contact and access to timely and relevant information.