Wealth Management

Start building your wealth today

Furnley House provide individuals, families and businesses with tailored high quality financial advice and financial planning support, helping navigate financial journeys and dreams with confidence.

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Book an initial complimentary consultation at a time that works for you.

Whether you need retirement and pensions advice, support with inheritance tax and estate planning, you're looking to invest for children/ grandchildren or achieve other goals, we can help.

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Wealth Management
Retirement Planning
Inheritance Planning
Young Families
Investments & Pension Guidance
Second Opinions
Protecting What Matters
Wealth Management
Retirement Planning
Inheritance Planning
Young Families
Investments & Pension Guidance
Second Opinions
Protecting What Matters

Personalised wealth strategies

Furnley House recognises that every client’s financial situation and aspirations are unique. Our approach begins with a thorough understanding of your individual goals, risk tolerance, and investment timeline. By tailoring strategies to your specific needs, Furnley House ensures that your wealth-building plan is both relevant and effective, providing a bespoke pathway to financial growth.

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Diverse investment options

To maximise your wealth-building potential, Furnley House offers access to a wide range of investment opportunities. Our expert team will help you explore and select the right mix of assets, balancing risk and return to suit your objectives. This diversity enables you to build a robust portfolio designed to grow and sustain your wealth over the long term.

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Ongoing support and guidance

Furnley House is committed to supporting you throughout your wealth-building journey. Clients benefit from continuous access to a dedicated support team, regular updates, and insightful resources. This ongoing relationship ensures you remain informed, confident, and able to adapt your strategy as your circumstances or the market environment change.

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Past performance is not a reliable indicator of future performance. The value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.

Your questions,
answered

Established in 2013
85+ employees
£1.2bn managed
*as of November 2025
How does Furnley House help me build and sustain my wealth?

Furnley House offers personalised wealth-building strategies tailored to your unique goals, risk tolerance, and timeline. Our advisers help you explore a diverse range of investment opportunities and create a robust portfolio designed for long-term growth. With ongoing support and regular updates, we ensure your financial plan adapts as your circumstances change.

What support can I expect as I approach retirement?

We provide clarity and confidence as you prepare for retirement, developing a strategy that aligns with your aspirations and lifestyle goals. Our team offers ongoing guidance, helping you adjust your plan as needed so you can enjoy your golden years with financial peace of mind.

How does Furnley House support young families with financial planning?

We can help young families create a secure financial foundation by developing realistic budgets, offering tailored savings and investment plans for children’s education, and providing expert advice on insurance and estate management. Our ongoing support ensures your plan evolves as your family grows and your priorities shift.

What services are available for passing down wealth and estate planning?

Furnley House provides expert guidance on estate and legacy planning, helping you structure your wealth transfer in a tax-efficient way. We work with you to ensure your assets are distributed according to your wishes, preserving your legacy and supporting your loved ones for generations to come.

How can Furnley House assist during tough life challenges like bereavement or divorce?

We offer compassionate, tailored advice during life’s most difficult moments. Our advisers take the time to understand your unique situation, providing empathetic support and practical solutions—such as estate planning, budgeting, and investment advice—to help you regain control and move forward with confidence.

Can I get a second opinion on my current financial advice?

Yes. Furnley House offers a free, no-obligation review of your existing financial arrangements. Our independent advisers provide objective assessments, highlight opportunities for improvement, and suggest alternative strategies to ensure you’re on the right track and receiving the best possible advice.

What ongoing support does Furnley House provide to clients?

Our commitment to long-term partnership means we’re always available to answer your questions and review your financial plan as your needs evolve. Whether you’re facing a major life change or simply want to check in, our team provides regular updates, resources, and guidance to keep you informed and confident in your financial decisions.

Start building wealth today

Building wealth is a journey that takes into account many elements and changes to plans. Whether you’re just starting out or looking to expand your financial portfolio, our expert team is here to guide you every step of the way.

Book an initial complimentary consultation at a time that works for you.

Whether you need retirement and pensions advice, support with inheritance tax and estate planning, you're looking to invest for children/ grandchildren or achieve other goals, we can help.

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Financial planning services we offer at Furnley House

We believe that informed clients make the best decisions, and we also appreciate things change. So as part of your service as a customer of Furnley House, you’ll have access to a support team to keep you updated and to speak to should anything change.