Furnley House - Leicester

Introduction

Nestled in the heart of Leicester, Furnley House, situated at 340 Melton Rd, is a distinguished financial planning firm that has been steadfast in its commitment to helping clients navigate their financial journeys, particularly as they approach retirement. With a strong focus on personalized service and expert guidance, Furnley House has been instrumental in helping numerous individuals and families achieve their financial goals and secure their future.

Main Services

• State Pension Planning: Furnley House specializes in helping clients understand and maximize their state pension entitlements. They provide clear, jargon-free advice on when to claim, how to boost pension income, and how to make the most of your retirement years.
• Retirement Planning: The firm offers comprehensive retirement planning services, including pension reviews, annuity advice, and income drawdown strategies. They work closely with clients to understand their unique circumstances and aspirations, creating tailored plans to help them enjoy a comfortable and secure retirement.
• Investment Management: Furnley House offers investment management services designed to grow and protect clients' wealth. Their team of experienced financial planners provides bespoke investment strategies, keeping clients' goals and risk tolerance at the forefront.
• Estate Planning: The firm provides advice on inheritance tax planning, trusts, and will writing, helping clients protect their assets and pass them on to future generations in the most tax-efficient way possible.

Location and Access

Furnley House is located at 340 Melton Rd, Leicester LE4 7SL, United Kingdom, in the Thurmaston neighborhood. The area is well-served by public transportation, with the Leicester General Hospital bus stop just a short walk away. The firm is also easily accessible by car, with on-site parking available for clients.

Featured Characteristics

• Personalized Service: Furnley House prides itself on its personalized approach to financial planning. Each client is assigned a dedicated financial planner who takes the time to understand their unique circumstances and goals.
• Experienced Team: The firm's team of financial planners has a wealth of experience and expertise. They are committed to ongoing professional development and maintaining the highest standards of service.
• Community Focus: Furnley House is deeply committed to giving back to the local community. They support various local charities and initiatives, reflecting their values and commitment to responsible business practice.

Practical Information

• Contact Information: You can reach Furnley House by phone at 1162696311, or via email through their website's contact form.
• Website: For more information about Furnley House and their services, visit their website at furnleyhouse.co.uk.
• Accessibility: The firm's premises are wheelchair-accessible, with a dedicated wheelchair-accessible toilet. They also offer online appointments for clients who prefer to meet remotely.

Positive Aspects from Reviews

Furnley House has an impressive average rating of 5/5 on Google My Business, with 18 reviews highlighting the firm's exceptional service and expertise. Several clients have praised the personalized approach of the financial planners, with one client noting, "Paul Fazakerley has been amazing in helping us manage our finances and plan for retirement. His knowledge and customer service are outstanding." Another client appreciated the firm's commitment to keeping them informed and involved in the process, stating, "They have been incredibly helpful and have taken the time to explain everything in detail.

👍 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.