FOR ALL COMPANIES
FROM START UP TO SME AND BEYOND

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.

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SME & Corporate Financial Planning

Being an SME ourselves, we understand the challenges that business owners face, and how best to overcome them.

We work in partnership with your business, providing continuous support to implement a range of financial planning solutions including:

 

Auto-Enrolment & Pension Support

Our team of qualified advisers and client support team are ideally placed to help SMEs implement solutions. Finura will guide you through workplace legislation, workforce assessment, scheme selection and implementation. Our aim is to minimise the impact of pension implementation on your business. This means less time spent on market research and administration.

Company & Staff Benefits

One of the biggest challenges faced by business owners is how to attract and retain key staff. Finura will research what your competitors are providing for staff to ensure that any benefits package is relevant to your industry or profession. Again, we will manage the process from the design of the package through to implementation. We will also ensure that any benefit we propose is set up in the most tax efficient way possible.

Risk Mitigation & Insurance

Risk mitigation for business owners is crucial to company longevity. Finura can help to identify risks that may exist within a business. This can be inclusive of identifying key people, ensuring shareholders are protected, right through to buildings and contents insurance. Different businesses carry different risks, so we ensure that anything set up is specific to your situation. We will help to see your renewal date as more of an opportunity than a chore.

Tax Efficient Cash Extraction

Finura can help business owners extract cash efficiently, whether your business is at the start or the end of its life. We understand that there is often a hard choice between personal risk, and having access to funds for growth or working capital. With interest rates at historic lows, we also help businesses invest the money otherwise sat on their balance sheet to maintain its real value.

INVESTMENT & TAX PLANNING

Finura 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.

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MORTGAGE ADVICE

Our mortgage service takes the stress and hassle out of applying for a mortgage. Whether you are looking for residential, investment, buy-to-let or commercial property finance, we can help you make the right choice for your circumstances.

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PENSIONS & RETIREMENT

Accounting for the recent and ongoing rule changes, Finura 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.

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INHERITANCE & ESTATE PLANNING

Finura plans and manages inheritance and estate planning solutions, helping clients to protect their legacies and provide for their families in later life.

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INSURANCE & PROTECTION PLANNING

Whether you are looking to protect debt, lifestyle, or both, Finura can audit your current personal and work insurance and provide solutions to ensure that you and your family are comprehensively protected.

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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.

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How We Work

At Finura, we place an enhanced focus on gaining an in-depth understanding of who our clients are, what makes them tick and what their personal, financial and lifestyle aspirations are.

By combining advanced cash flow modelling and behavioural finance software with a service-driven approach to financial planning, we help clients to better understand the decisions they are making and to see how those choices will help them achieve their financial objectives.

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How can we help?

Whatever your enquiry, our friendly, professional team is always here to help.

Simply complete the form and one of our advisers will promptly be in touch.

+44 (0) 20 3102 7730

Juxon House
100 St Paul’s Churchyard
London
EC4M 8BU