News &
Financial Updates

Finura Shortlisted for Adviser Firm of the Year in the Professional Adviser Awards 2020

Finura is delighted to announce that we have been shortlisted, once more, in the Adviser Firm of the Year (London) category at the Professional Adviser Awards.

Press Coverage – John Wollers Chartered Financial Planner talks to Citywire

Chartered Financial Planner John Wollers spoke to Ashley Thomas-Walsh at Citywire about his journey into financial planning and his ambitions at Finura.

The three main parties have published their manifestos – what did they say?

The three main parties have now all published their manifestos. They have all included separate costing supplements alongside their manifestos, which often contain tax detail missing from the main documents.

70 is the new 65

Viewing 65 as the marker for old age is an outdated notion, a report from the Office for National Statistics (ONS) has said, as new data suggests the health of a 70-year-old today is comparable to that of someone five years their junior a decade ago.

How unrealistic expectations can damage your returns

We have written regularly about the effects of allowing our feelings, thoughts and emotions to cloud our financial decision making. Yet even when we take steps to understand our individual investor personalities, it is also important to manage our expectations of how our investments will perform.

Finura achieves Independent Financial Advice Gold Standard Award 2019

We are delighted to reveal that Finura has achieved the Independent Financial Advice Gold Standard Award.

Multi-asset outlook: Q3 Update

Global head of Multi-Asset Investments, Johanna Kyrklund looks back at Q3, highlighting global demand, GDP Growth and equity markets in this cycle.

Market Commentary

Monthly Market Commentary – September 2019

A review of markets in Q3, when economic data pointed to an ongoing slowdown and central banks in the US and Europe eased monetary policy.

Monthly Market Commentary – August 2019

A look back at markets in August when shares declined and bonds outperformed amid rising concerns over the outlook for growth.

Monthly Market Commentary – July 2019

A look back at markets in July when shares made a modest advance and all eyes were on the Federal Reserve meeting at the end of the month.

Quarterly Reports

Market Review – Quarter 4 2017

A Q4 economic and market overview to help you stay informed of global themes that could impact your portfolios.

Market Review – Quarter 3 2017

A Q3 economic and market overview to help you stay informed of global themes that could impact your portfolios.

Market Review – Quarter 2 2017

A Q2 economic and market overview to help you stay informed of global themes that could impact your portfolios.

Finance in the news

Finance in the News – w/c 06.01.20

Short summaries of recent articles we think you will find useful from some of the UK’s broadsheets.

Finance in the News – w/c 16.12.19

Short summaries of recent articles we think you will find useful from some of the UK’s broadsheets.