Level 2, Juxon House, 100 St. Paul's Churchyard, Greater London, London, EC4M 8BUMake an enquiry
Founded in 2014, Finura is a multi-disciplinary, multi-award winning financial planning practice offering advice to a discerning private client and SME Client base.
Our Mission is to 'Make a meaningful improvement to the lives of our Clients' and our Vision is 'To deliver an exceptional client experience from beginning to end; to become the most highly referred name in financial planning.'
In order to create the best financial planning firm in the country, we have brought together broad advice permissions, efficient compliance and cutting-edge technology at a highly competitive cost. In addition, in partnership with Schroders, we have access to the award-winning global and institutional expertise of one of the world’s largest private investment houses and we work collaboratively to create a
real-time house view on global economics, which keeps clients abreast of relevant factors that may impact plans.
Leaning on cutting-edge behavioural finance research and using Lifestyle and Cash Flow modelling software, we see our job as empowering clients to make better financial decisions to meet their lifestyle needs and to collaborate with clients to deliver innovative ideas and a unique plan delivered with integrity.
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 almost 2 Client support per 2 advisers meaning that our advisers can maximise their time looking after your plans and that you receive personal contact and a proactive service whenever you need it.
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