Need a financial sounding board?
Providing an objective second opinion on your financial strategies, helping you identify opportunities for improvement and ensuring you're on the right track.
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.
Independent, objective financial reviews
Furnley House offers an impartial assessment of your current financial strategies, providing a fresh perspective to ensure you are on the right track. Our experienced advisers review your existing plans and identify areas where improvements or alternative approaches could benefit your financial future.
No-obligations, free initial consultation
You can access a second opinion from Furnley House with no commitments or obligations. The initial review is at our cost and gives you the opportunity to gain valuable insights and reassurance about your financial arrangements, without any pressure to make changes or proceed further.
Expert guidance and alternative solutions
If you feel your current advice lacks focus or you simply want to explore other options, Furnley House’s independent advisers are here to help. We provide clear, actionable recommendations and highlight opportunities you may not have considered, empowering you to make informed decisions with confidence.
Your questions,
answered
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.
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.
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.
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.
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.
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.
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.
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.
