Furnley House - Leicester

Furnley House: Your Partner in Financial Planning and Retirement Excellence

Furnley House is a leading financial planning firm based in Leicester, United Kingdom, dedicated to helping individuals and families navigate the complexities of financial planning and retirement. With years of experience and a team of expert financial planners, Furnley House has established itself as a trusted and reliable partner for those seeking personalized financial guidance.

Main Services

• Financial Planning: Furnley House offers comprehensive financial planning services, including retirement planning, investment management, and wealth protection.
• State Pension Planning: The firm's experts will help you understand your state pension options and ensure you receive the maximum amount you're entitled to.
• Investment Management: Furnley House provides tailored investment solutions to help you achieve your long-term financial goals.
• Will Writing and Estate Planning: The firm's experts will help you create a will, establish trusts, and plan for the distribution of your estate.
• Business Planning: Furnley House offers business planning services, including business succession planning, tax planning, and retirement planning for business owners.
• Second Opinions: The firm's experts will provide an independent review of your financial plans, helping you identify areas for improvement and optimize your financial performance.
• Professional Connections: Furnley House has established relationships with a network of professionals, including accountants, solicitors, and wealth managers, to provide a comprehensive range of services.
• Refer a Friend: Furnley House offers a referral scheme, rewarding existing clients for referring friends and family to the firm.

Location and Access

Furnley House is conveniently located on Melton Road, Leicester, LE4 7SL. The firm is easily accessible by car, with ample parking available on site. The nearest public transportation links include:

* Bus: Number 52 and 53 buses stop nearby, providing regular services to Leicester city center and surrounding areas.
* Train: The nearest train station is Leicester Station, approximately 1.5 miles away.
* Taxi: Taxis are readily available outside the firm's premises.

The wheelchair-accessible entrance and toilet ensure that all clients can access the facility with ease.

Featured Characteristics

* Experienced Team: Furnley House boasts a team of experienced financial planners, each with years of expertise in their field.
* Personalized Service: The firm's experts will work closely with you to understand your unique financial goals and develop a tailored plan to achieve them.
* Expert Knowledge: Furnley House has established relationships with a network of professionals, providing access to a comprehensive range of services.
* State-of-the-Art Facilities: The firm's modern premises are equipped with the latest technology, ensuring that clients receive the best possible service.

Practical Information

* Address: 340 Melton Rd, Leicester LE4 7SL, United Kingdom
* Phone: 1162696311
* Website: furnleyhouse.co.uk
* Opening Hours: Monday to Friday, 9:00 am to 5:00 pm
* Online Appointments: Furnley House offers online appointments, making it easy to schedule a meeting at a time that suits you.

Customer Reviews

Having joined Furnley House after our financial adviser retired several years ago, we have been very happy with Paul Fazakerley with whom we are in regular contact. We joined just to get some advice on our retirement planning, and we have been impressed with the expertise and professionalism of the team. We have been in regular contact with Paul, and he has been very helpful in guiding us through the process. We highly recommend Furnley House to anyone looking for expert financial planning advice.

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👍 Reviews of Furnley House

jim W.

5/5

Having joined Furnley House after our financial adviser retired several years ago we have been very happy with Paul Fazakerley with whom we are in regular contact , we joined just as Covid, Ukraine and the cost of living crisis hit so didn't expect miracles but were pleasantly surprised at how our portfolio was managed. That said, I am disappointed that they have cancelled there quarterly meetings at Leicester as I enjoyed attending to hear updates and to hear other investors questions and opinions.

Cross P.

5/5

I had an old pension with a provider I knew nothing about - I had no idea how it was performing or even where it had come from. It felt overwhelming, and I didn’t know where to start.

Jonathan Kirby at Furnley House made the whole process easy and completely stress-free. He tracked everything down, explained my options clearly, and now my pension is in a new fund that Jonathan recommended. The communication throughout was excellent, and what I really appreciate is that if I ever have a question, I can speak to a real person face-to-face. No automated systems or being passed around for hours... just straightforward, honest advice.

I can’t recommend Jonathan highly enough for anyone needing help with their pensions or financial planning!

Tyler W.

5/5

I've selected Furnley House to be involved with my purchase of my first home and they have been fantastic. Very friendly and patient. If I didn't understand something or if I got worried about something, they lead me through it with ease! I will be staying with them for the foreseeable future.

Richard L.

5/5

I have been a client of Furnley House for more than 7 years and I am very pleased with their financial advice and management of my pension fund. All of the team are very professional, yet friendly. They are easily contactable and have always provided a prompt response to any queries.

Geraldine E.

5/5

The team at Furnley House were fantastic. They dealt with our matters in a prompt professional way. They helped us with our remortgage (Kev), pension (Jonathan) and life insurance(Darren) planning. With the current economic situation they ensured we understood all the steps, costs and consequences. They took time to understand our needs and tailor made suggestions to meet our requirements ensuring they found the right products for us. The team made us feel we were in safe hands and we would definitely recommend them.

Rick C.

5/5

I have had the pleasure of working with Kevin and Neil at Furnley House over many years. They have been incredibly helpful in dealing with everything from my mortgage requirements and pension planning. Enthusiastic and totally professional services. All round nice people to deal with. Thank You Furnley House.

Izzy C.

5/5

Have been using Furnley house as our mortage brokers and couldn’t be happier. Zak has guided us through every step of the way and has always been available to answer any questions we have. Would recommend to anyone !

Joshua P.

5/5

Laura has kindly helped to arrange insurance for my husband and that suits our needs and budget
All fuss free. Highly recommended Laura and Furnley House for your financial needs.