Furnley House - Leicester

Furnley House: A Comprehensive Guide to Financial Planning and Retirement Services

Furnley House is a reputable financial planning firm located at 340 Melton Rd, Leicester LE4 7SL, United Kingdom. With over years of experience in providing expert financial advice, Furnley House has established itself as a trusted partner for individuals seeking guidance on their financial well-being.

Main Services

• Financial Planning: Our team of experienced financial planners will work with you to create a personalized plan that suits your financial goals and objectives.
• Retirement Planning: We will help you navigate the process of reaching your state pension age and make informed decisions about your retirement years.
• Investment Advice: Our experts will provide you with tailored investment advice to help you build wealth and achieve your long-term financial goals.
• Tax Planning: We will help you minimize your tax liability and maximize your savings through effective tax planning strategies.
• Wills and Estates: Our team will guide you through the process of creating a will and managing your estate to ensure that your wishes are carried out.
• Second Opinions: If you're unsure about a financial decision, we offer a second opinion service to provide you with an independent perspective.
• Professional Connections: We have established relationships with a network of professionals who can provide you with additional support and expertise.
• Busy Entrepreneurs: Our team will work with you to create a personalized plan that suits your unique needs and goals as an entrepreneur.
• Young Families: We will help you create a plan that balances your financial goals with the needs of your family.
• Passing Down Wealth: Our experts will help you create a plan to pass down your wealth to future generations.
• Tough Challenges: We will work with you to create a plan that addresses any financial challenges you may be facing.

Location and Access

Furnley House is conveniently located at 340 Melton Rd, Leicester LE4 7SL, United Kingdom. The firm is easily accessible by public transportation, with several bus routes passing nearby. There is also ample parking available on site. The wheelchair-accessible entrance and toilet ensure that our clients with disabilities can feel comfortable and confident when visiting us.

Featured Characteristics

* Online appointments: We offer the convenience of online appointments, allowing you to schedule a meeting from the comfort of your own home.
* On-site services: Our team is available on-site to provide you with personalized attention and guidance.
* Wheelchair-accessible entrance: Our firm is fully wheelchair accessible, ensuring that all clients can feel welcome and included.
* Wheelchair-accessible toilet: Our toilet is wheelchair accessible, providing a comfortable and convenient facility for our clients.
* Appointment required: We require appointments to ensure that our clients receive the best possible service and attention.
* Appointments recommended: We recommend that clients schedule an appointment in advance to ensure availability and to get the most out of their visit.

Practical Information

* Phone: 1162696311
* Website: furnleyhouse.co.uk
* Address: 340 Melton Rd, Leicester LE4 7SL, United Kingdom

Customer Reviews

We have received an excellent reputation from our clients, with an average rating of 5/5 on Google My Business. Here are some positive aspects mentioned in the reviews:

* "We have been very happy with Paul Fazakerley, our financial adviser. He is knowledgeable, friendly, and always available to answer our questions."
* "Furnley House has been a game-changer for our family. They have helped us create a plan that balances our financial goals with our family's needs."
* "We were blown away by the level of service we received from Furnley House. From the initial consultation to the final plan, everything was handled with professionalism and care."
* "Furnley House has a very relaxed and welcoming atmosphere. Our team was always happy to answer our questions and provide guidance when needed."
* "We have been impressed by the expertise and knowledge of the team at Furnley House. They have helped us make informed decisions about our financial future."

Overall, Furnley House has established itself as a trusted partner for individuals seeking expert financial planning and retirement services. With its convenient location, wheelchair-accessible facilities, and excellent customer reviews, Furnley House is the perfect choice for anyone looking for a comprehensive and personalized financial planning experience.

👍 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.