Finura

Independent Financial Adviser  5th Floor, London, EC4M 7AN
First meeting at adviser's own cost
Our purpose is to make a positive impact on the lives of our Clients
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group risk
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 8th August 2022
Meet our advisers
Mr James Dubignon
Chartered Financial Planner

This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment

Accreditations
Chartered financial planner - individual adviser accreditation
About us

Finura is a multi-disciplinary, chartered, award-winning financial planning practice for private Clients, families, business owners and trustees.

Our purpose is 'To make a positive impact on the lives of our Clients.'

For us, this means much more than helping you manage investments. It is about understanding how you think and feel about money. It is about tapping into the excitement of what you can do with it, showing you how much you can spend and gift, as well as how much you should save. By understanding what you want your lifestyle to look like today and tomorrow, we can then model the impact of decision making and provide a plan that brings you closer to your goals.

We deliver our advice using a blend of youth and experience, meaning we have a team that can adapt and grow with you as your circumstances change. We combine the best technology with inspiring people to deliver an experience and outcome neither can match in isolation.

Our services

Clear, fair, transparent charging.

We work at an hourly rate for initial planning work and our fees are based on our experience of the time needed to complete your individual piece of work. Our fees do not automatically increase with investment size.

Service, Service, Service

All our clients become a Client of the company, not an individual, meaning you benefit from shared expertise. We have a ratio of almost 2 client support staff per 2 planners meaning that our planners can maximise their time looking after your plans and that you receive personal contact and a proactive service whenever you need it.

Where to find us
Head office address: 5th Floor, 20 Old Bailey, London, EC4M 7AN
Service coverage
Preferred clients
Minimum wealth (income/assets)
£151,000
Minimum pension value
£151,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
10/10
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FCA authorised
Last authorised 8th August 2022

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