Expertise
- Pensions
- Pension Transfers
- Inheritance Tax Planning
- Wealth Management
- ISA's
- investment planning
- family protection
- Investment
- Income Protection
- Pensions on Divorce
Summary
At Finura Partners, our vision and mission centre on delivering an exceptional service and making a meaningful improvement to the lives of our clients. We believe a modern advice practice must prove their value add beyond investment management and demonstrate expertise and a personal touch unavailable with the scope of online advice.
We see our job as empowering clients to make better financial decisions to meet their family, business, professional and personal lifestyle aspirations. We achieve this using face-to-face advice and by delivering regular communications that help our clients to better engage with and provide greater transparency of their financial portfolios.
Experience
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Finura
Financial Adviser
- Current
