Furnley House - Leicester

Furnley House: Expert Financial Planning and Guidance for a Secure Retirement

Located in the heart of Leicester, Furnley House is a reputable financial planning and advisory firm that has been helping individuals and families navigate the complexities of financial planning for over several years. With a team of experienced professionals, including Paul Fazakerley, Furnley House offers a comprehensive range of services designed to help clients achieve their financial goals and secure a comfortable retirement.

Main Services

• Financial Planning: Furnley House offers personalized financial planning services to help clients create a tailored plan for achieving their financial goals, whether it's saving for retirement, investing in wealth, or passing down wealth to future generations.
• Retirement Planning: The firm's experts will work with clients to understand their retirement goals and develop a strategy to achieve them, including creating a sustainable income plan and exploring options for tax-efficient retirement income.
• Investment Advice: Furnley House provides investment advice and guidance to help clients build wealth and achieve their long-term financial goals, including pension planning and wealth management.
• Wealth Management: The firm's wealth management services are designed to help high net worth individuals and families manage their wealth and achieve their financial goals, including inheritance planning and estate planning.
• Second Opinions: Furnley House offers second opinion services to help clients review and challenge their existing financial plans and identify opportunities for improvement.
• Professional Connections: The firm's professional connections network provides access to a range of financial professionals and experts, enabling clients to access a broader range of services and expertise.

Location and Access

Furnley House is located at 340 Melton Rd, Leicester LE4 7SL, United Kingdom, making it easily accessible by car, bus, or train. The firm's convenient location in the heart of Leicester means that clients can easily access a range of amenities, including shops, restaurants, and entertainment venues.

The firm's wheelchair-accessible entrance and toilet ensure that clients with mobility impairments can easily access the premises. Online appointments are also available, making it easy for clients to schedule a meeting at a time that suits them.

Featured Characteristics

• Experienced Team: Furnley House is led by a team of experienced financial professionals, including Paul Fazakerley, who have a proven track record of delivering exceptional results for their clients.
• Personalized Approach: The firm takes a personalized approach to financial planning, tailoring its services to meet the unique needs and goals of each client.
• Expert Knowledge: Furnley House's team has extensive knowledge and expertise in a range of financial areas, including investment, pensions, and wealth management.
• Professional Connections: The firm's professional connections network provides access to a range of financial professionals and experts, enabling clients to access a broader range of services and expertise.
• Convenient Location: Furnley House's convenient location in the heart of Leicester makes it easily accessible by car, bus, or train.

Practical Information

• Address: 340 Melton Rd, Leicester LE4 7SL, United Kingdom
• Phone: 1162696311
• Website: furnleyhouse.co.uk
• Online Appointments: Furnley House offers online appointments, making it easy for clients to schedule a meeting at a time that suits them.
• On-Site Services: The firm offers on-site services, including financial planning and investment advice.
• Wheelchair-Accessible Entrance and Toilet: Furnley House's premises are wheelchair-accessible, ensuring that clients with mobility impairments can easily access the premises.

Opinions and Reviews

Furnley House has received an impressive 18 reviews on Google My Business, with an average rating of 5/5. Clients have praised the firm's expert knowledge, personalized approach, and convenient location. One client noted: "We joined Furnley House after our financial adviser retired several years ago and have been very happy with Paul Fazakerley with whom we are in regular contact." Another client commented: "We have been very impressed with the service we have received from Furnley House, from the initial consultation to the ongoing support and guidance."

👍 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.