Advice you can rely on since 1989

Accumulating wealth

You work hard for your money and it is natural for you to want it to work hard for you so that you can enjoy the life you dream of for you and your family.

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Taking income from your accumulated wealth

There have never been more options when it come to taking income from your pensions and investments. Making the wrong choice can be costly so ask us for advice.

What we do

We provide holistic financial advice for individuals, businesses and trusts on investments, savings, retirement planning and non-investment insurance (for example life assurance, private medical insurance, critical illness cover).

Financial Planning

Using our highly successful technique involving five clear stages we give you a sound basis to work from and set you on the path to financial freedom.

Investment and Retirement Planning

Many of us set aside money for a rainy day or set up pension for our retirement but how many of us are confident we have done enough?

Protection Planning

We can help you highlight risks and recommend suitable cover to give you and your family peace of mind.

Estate and Inheritance Tax Planning

We can help you plan so that your assets are passed on as efficiently and as smoothly as possible.

35+

years established

£50m+

funds managed

Here's what our clients say

Susan is a highly successful and busy legal professional who knows the meaning of service. As a partner and  head of Corporate at Furley Page Susan takes pride in ensuring that she and her team work collaboratively with clients to achieve their objectives. Straight-talking, nice to deal with and being clear on costs sets Susan and her team apart.

"Mike was a pleasure to work with. He is very solution driven when working for his clients and tries to find them a product that suits their needs. I would have no hesitation in recommending his services."

Susan Jennings
Partner & Head of Corporate at Furley Page

Contact us today

Our community

Capital gains tax: a minority sport?

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September 2024  |   2 minute read