Company profile

Finura

Making a positive impact on the lives of our Clients through award-winning financial planning.

Industry
Financial Services
Employees
56
Headquarters
London, England
Founded
2014
LinkedIn followers
1,820
Office locations
1

Finura company summary

Finura is a company in the Financial Services industry, headquartered in London, England, founded in 2014. On LinkedIn the company has around 56 employees and 1,820 followers. Its listed specialties include Wealth Management, Fund Management, Investment Planning, Retirement Planning, Estate Management.

What technology does Finura use?

No technologies detected yet. Warmrank rechecks company websites on a rolling basis.

About Finura

Finura was founded in 2014 with a vision to deliver an exceptional client experience from beginning to end, to become the most highly-referred name in financial services. We are a multi-disciplinary financial planning practice for private clients, business owners and trustees. In order to create the best financial planning firm in the country, we have brought together broad advice permissions, efficient compliance and advanced 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. 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. Also to collaborate with clients to deliver innovative ideas and a unique plan delivered with integrity and personality. In 2019, Finura proudly gained the Pensions Transfer Gold Standard: "Financial advice firms who adopt the Pensions Transfer Gold Standard adhere to a set of principles. As a result you can be confident that you are dealing with an ethical adviser and professional advice firm that has your best interests at heart when receiving financial advice in relation to whether or not you should transfer your pension." Quote source: The Personal Finance Society, part of the Chartered Insurance Institute group.

Specialties

Wealth ManagementFund ManagementInvestment PlanningRetirement PlanningEstate ManagementTax PlanningInsurance PlanningProtection PlanningFees PlanningSME Management and PlanningSchool Fees PlanningInheritance PlanningPensions

Where is Finura located?

Finura lists 1 location.

London, England EC4M 7AN, GBHQ
20 Old Bailey

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Frequently asked questions about Finura

What does Finura do?

Finura was founded in 2014 with a vision to deliver an exceptional client experience from beginning to end, to become the most highly-referred name in financial services. We are a multi-disciplinary financial planning practice for private clients, business owners and trustees. In order to create the best financial planning firm in the country, we have brought together broad advice permissions, efficient compliance and advanced 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. 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. Also to collaborate with clients to deliver innovative ideas and a unique plan delivered with integrity and personality. In 2019, Finura proudly gained the Pensions Transfer Gold Standard: "Financial advice firms who adopt the Pensions Transfer Gold Standard adhere to a set of principles. As a result you can be confident that you are dealing with an ethical adviser and professional advice firm that has your best interests at heart when receiving financial advice in relation to whether or not you should transfer your pension." Quote source: The Personal Finance Society, part of the Chartered Insurance Institute group.

How many employees does Finura have?

Finura has around 56 employees on LinkedIn.

Where is Finura headquartered?

Finura is headquartered in London, England.

When was Finura founded?

Finura was founded in 2014.

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