We offer a multi-disciplinary and forward-thinking financial planning service to individuals, organisations and trustees. Explore below to see the calibre of client and companies we work with, our services and what makes us different.
Finura Partners is able to advise and construct individual investment solutions for both the hands-on and passive investor. We can structure solutions for income and growth at all risk levels. We can help with lump sum and regular saving as well as supporting trustees.
Whether you are looking for residential, investment, buy-to-let or commercial property finance, we can help you make the right choices for your circumstances.
Finura Partners helps private and corporate clients with HMRC compliant strategies to mitigate all relevant taxes, both now and in the future.
Pensions & Retirement
Accounting for the recent and ongoing rule changes, Finura Partners helps create robust, efficient and innovative pension and retirement plans, designed to provide flexibility and security in retirement for you and your family. We can also advise on annual, lifetime and carry forward pension allowances.
Inheritance & Estate Planning
Finura Partners plans and manages inheritance and estate planning solutions, helping clients to protect their legacies and provide for their families in later life.
Insurance & Protection Planning
Through strategic structural, tax and investment planning, Finura Partners can help businesses obtain tax efficiencies and return on capital. We can also assist in all areas of business and commercial insurance.
SME & Corporate Financial Planning
We specialise in the SME market as we are one ourselves. The need for corporate financial planning for contractors, limited companies, partnerships and sole traders is just as important as it is for individuals.
What sets us apart
Our clients are those of Finura and not the individual adviser. We provide clients with direct access to our specialist advisers and our client support team, so that you can get the information you need, when you need it, by the most qualified person.
Working with the best & brightest clients
We are proud to partner with leaders at some of the world’s largest and most respected organisations, an achievement we believe reflects the professionalism of our services and the strength of our proposition.
A dedicated team
Finura Partners has evolved to a culture where we share our knowledge, experience and processes throughout our entire team. This ensures everyone at Finura Partners is capable of assisting any client in furthering their financial and lifestyle goals.
We do not believe in generic solutions and endeavour to use our deep understanding of our client’s individual circumstances to create strategies that sit comfortably with your short, mid and long -term plans and that work across generations.