Finura Partners

Investment Planning

Deciding that you would like to invest is often the easy part; knowing how to quantify risk and choose from hundreds of investment strategies is harder. At Finura, we apply a consistent framework to help identify your investment goals and appropriate solutions.

We believe that access to good value, above benchmark investment solutions should be a
pre-requisite of a financial planning firm. We have built our proposition to deliver a wide variety of investment strategies and risk rated, diversified, multi-asset solutions. Whether you prefer active or passive management, higher risk or guaranteed solutions, we will implement the right blend to help meet your financial and lifestyle goals.

Where clients have a specific area they would like to invest in or sector they wish to research, we can access industry-leading research technology to help you make an informed choice.

We can provide research on and access to a wide range of investment houses and styles. Some common strategies include:

  • Bespoke Discretionary Fund Management
  • Model Portfolio Management
  • Self Selection through fund supermarkets
  • Structured Products
  • Guaranteed Funds
  • Smoothed Funds
  • Venture Capital Trusts
  • Enterprise Investment Schemes