Richard

Financial Adviser at Finura

Richard's Professional Contact Details

Email (Verified)
****
HQ
+44 20 3102 7730
Location
London, England, United Kingdom
Company
Finura
Person Seniority
entry
Person Functions
finance

Richard's Current Company Details

We are a multi-disciplinary financial planning practice for private clients, business owners and trustees. Finura was founded in 2014 with a vision to be the most highly-referred name in financial ser...
We are a multi-disciplinary financial planning practice for private clients, business owners and trustees. Finura was founded in 2014 with a vision to be the most highly-referred name in financial services, delivering exceptional client service from start to finish. In order to create the best financial planning firm in the country, we have brought together broad advice permissions, efficient compliance and cutting-edge technology at a highly competitive cost. In addition, in partnership with Schroders, we have access to the award-winning global and institutional expertise of one of the world's largest private investment houses. We work collaboratively to create a real-time house view on global economics, which keeps clients abreast of relevant factors that may impact plans. Leaning on cutting-edge behavioural finance research and using Lifestyle and Cash Flow modelling software, we see our job as empowering clients to make better financial decisions to meet their lifestyle needs. Also to collaborate with clients to deliver innovative ideas and a unique plan delivered with integrity and personality.
Founded Year
2014
Organization Website
finurapartners.com
Organization Languages
English
Organization Revenue
7000
Current Technologies
outlook
office 365
godaddy hosting
apache
google analytics
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mobile friendly

Job Functions

Finance
Support
Operations
insurance planning
pensions
sme management & planning
fees planning
tax planning
estate management
inheritance planning
retirement planning
protection planning
mortgages
fund management
wealth management
school fees planning
investment planning
finance
investment management

Richard's Work History and Education

Finura
Financial Adviser
2014 - Present

Colleagues at Finura

Founding Partner and Senior Financial Adviser at Finura Partners
Founding Partner and Senior Financial Adviser at Finura Partners
Personal Assistant / Administrator
Operations Manager

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