Finura

Finura

Financial-Services

London, England
United Kingdom
Company Tagline

Making a positive impact on the lives of our Clients through award-winning financial planning.

Industry Category
Financial-Services
Company Description

Finura is a leading financial services firm committed to making a positive impact on the lives of its clients through award-winning financial planning. Founded in 2014, Finura envisions delivering an exceptional client experience from beginning to end, aiming to become the most highly-referred name in the financial services sector. Finura operates as a multi-disciplinary financial planning practice, serving private clients, business owners, and trustees.

Located at its primary address at 20 Old Bailey, 5th Floor, London, England EC4M 7AN, GB, Finura has brought together broad advice permissions, efficient compliance, and advanced technology to offer highly competitive services. In partnership with Schroders, Finura provides access to the award-winning global and institutional expertise of one of the world’s largest private investment houses. The firm collaborates to create a real-time house view on global economics, keeping clients abreast of relevant factors that may impact their financial plans.

Finura leverages cutting-edge behavioral finance research and utilizes Lifestyle and Cash Flow modeling software, empowering clients to make informed financial decisions aligned with their lifestyle needs. Finura is dedicated to collaborating with clients to deliver innovative ideas and unique plans with integrity and personality. The team at Finura is dedicated to providing top-tier financial services. Finura gained the Pensions Transfer Gold Standard in 2019, demonstrating its commitment to ethical advisory practices and prioritizing clients’ best interests. We invite the manager of Finura to create a customized and exclusive company showcase and product listing on our platform.

Finura est une société de services financiers de premier plan qui s'engage à avoir un impact positif sur la vie de ses clients grâce à une planification financière primée. Fondée en 2014, Finura a pour vision d'offrir une expérience client exceptionnelle du début à la fin, dans le but de devenir le nom le plus recommandé dans le secteur des services financiers. Finura exerce ses activités en tant que cabinet de planification financière multidisciplinaire, au service des clients privés, des propriétaires d'entreprises et des fiduciaires.

Situé à son adresse principale au 20 Old Bailey, 5th Floor, London, England EC4M 7AN, GB, Finura a réuni de larges autorisations de conseil, une conformité efficace et une technologie de pointe afin d'offrir des services très compétitifs. En partenariat avec Schroders, Finura donne accès à l'expertise mondiale et institutionnelle primée de l'une des plus grandes sociétés d'investissement privées au monde. L'entreprise collabore pour créer une vision interne en temps réel de l'économie mondiale, en tenant les clients au courant des facteurs pertinents susceptibles d'avoir un impact sur leurs plans financiers.

Finura s'appuie sur une recherche de pointe en finance comportementale et utilise un logiciel de modélisation du style de vie et des flux de trésorerie, ce qui permet aux clients de prendre des décisions financières éclairées, alignées sur leurs besoins en matière de style de vie. Finura se consacre à la collaboration avec ses clients pour fournir des idées novatrices et des plans uniques avec intégrité et personnalité. L'équipe de Finura s'engage à fournir des services financiers de premier ordre. Finura a obtenu le label Pensions Transfer Gold Standard en 2019, ce qui témoigne de son engagement en faveur de pratiques de conseil éthiques et de sa priorité aux intérêts supérieurs de ses clients. Nous invitons le responsable de Finura à créer une présentation d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme.

Key Personnel / Employees
Paul Stewart Glen Bastick Roger Murphy Chartered Financial Planner FPFS Ed Dymott

Compare Companies Side by Side

Compare Finura with 3 companies in Financial-Services

4 Companies
Comparison Field
Finura
Finura
Main Company
Zenith Finserve
Zenith Finserve
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Dalvi Wealth Management Ltd, Partner Practice of St James’s Place Wealth Management
Dalvi Wealth Managem...
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Scott & Associates Financial Planning
Scott & Associates F...
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Founded Year
2020 2016 2013
Company Size
2-10 2-10 2-10
City
London, England Mumbai, Maharashtra Bracknell, Berkshire West Malling, Kent
Country
United Kingdom India United Kingdom United Kingdom
Skills & Keywords Comparing with main company
15 Total Skills
Financial Planning Wealth Management Investment Planning Retirement Planning Tax Planning Estate Management Financial Services Inheritance Planning Fees Planning Protection Planning Pensions SME Management & Planning Insurance Planning Fund Management School Fees Planning
8 Total 1 Common 7 Unique
Match 7%
Common Skills:
Financial Planning
Unique Skills:
Budgeting Cash Flow Planning Comprehensive Financial Management Debt Management Estate Planning Loan Advisory +1
8 Total 1 Common 7 Unique
Match 7%
Common Skills:
Financial Planning
Unique Skills:
Corporate Finance Estate Planning Life & Health Protection Pension Planning Personal Finance Savings +1
1 Total 1 Common
Match 7%
Common Skills:
Financial Planning
4
Total Companies
2013
Oldest Founded
2
Countries
28
Unique Skills

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Alternative Company Names

This company is also known as

Finura फिनुरा فینورا Финура