Questions?
We have answers.
Can I keep my tax affairs simple and avoid submitting returns to HMRC?
We make tax compliance easy. We’ll help you understand your obligations and, where possible, simplify your finances to minimise paperwork. When returns are required, we act as your advocate, guiding you through each step and ensuring you never miss an opportunity or deadline.
How does a financial planner’s service differ from an accountant’s?
Accountants are experts at preparing tax returns and ensuring compliance. Financial planners, however, focus on proactive, long-term strategies - structuring your wealth in advance to minimise tax liabilities before returns are filed. At Finura, we work alongside your accountant to look forward, optimising your financial position and helping you plan well ahead.
Is everything Finura does within HMRC rules?
Absolutely. We only use strategies and allowances that are fully compliant with UK tax law. Our goal is for you to pay what is due - no more, no less - while making the most of legitimate planning opportunities. We help you navigate the rules with clarity and confidence.
Am I wealthy enough to benefit from tax planning?
Tax planning isn’t just for the ultra-wealthy - it’s relevant for anyone wanting to keep more of their hard-earned money. Whether you’re an individual, business owner, or part of a family, making use of allowances and reliefs can boost your savings over time. Even modest steps add up, and early planning helps you avoid costly mistakes. We tailor strategies to your circumstances, regardless of the size of your wealth.
Do Finura offer banking or portfolio lending?
Yes, through our relationship with Cazenove, part of the Schroders Group, we can facilitate banking and portfolio lending solutions tailored to your financial needs. We also have strong connections with some of London’s oldest and most reputable private banks, ensuring you access to a wide range of trusted lending options.
Does Finura offer family office services?
While we’re not a traditional family office, we do provide many of the core benefits, such as personalised financial planning and holistic wealth management. We don’t directly manage private staff or multiple complex entities, but we can coordinate with trusted experts as needed, offering you a flexible approach to achieve “family office” outcomes without the fixed overheads.
Can Finura assist me with my mortgage needs?
Yes, we can. While we focus on integrated financial planning, we work closely with experienced mortgage partners who can help you secure the right deal for your needs. We can also connect you with specialist conveyancers to guide you through any legalities, ensuring a smooth, coordinated property transaction from start to finish.
Does Finura have commercial relationships with external partners?
We recommend professionals based on their proven track record of delivering excellent outcomes for our clients. These trusted relationships have developed organically, built on integrity and results - not on commercial incentives. We always act in your best interest, and if there’s ever a financial arrangement in place, we’ll be upfront and transparent from the very start.
What holistic financial support can Finura coordinate for me?
We can support you through major events like moving home, arranging wills and Lasting Powers of Attorney, managing tax returns, handling currency exchange, or setting up family trusts. If it impacts your financial life, we’re here to guide, coordinate, and make it simpler.
Can Finura advise on both my personal and business financial needs?
Yes, we can. Whether you’re managing family wealth or navigating complex business decisions - like growth, restructuring, or planning an exit - we provide the strategic oversight to ensure all elements are working together seamlessly and supporting your wider goals.
What types of professional partners does Finura work with?
We have a trusted network of partners, including accountants, solicitors, mortgage brokers, will writers, conveyancers, currency specialists, corporate finance advisers, and more. If you already have advisers you trust, we’re happy to collaborate, ensuring everyone is aligned and working efficiently on your behalf.
What does it mean for Finura to act as my personal CFO?
It means we take full ownership of coordinating every aspect of your financial life - connecting professionals, aligning strategies, and anticipating your needs before they become urgent tasks. We proactively manage timelines, facilitate clear communication between all parties, and make sure nothing falls through the cracks. As your personal CFO, you’ll have a single, trusted point of contact who both understands the full picture and keeps everything on track, so you can focus on what matters most.
Does Finura receive commissions or payments from investment platforms or fund providers?
No. At Finura, we operate with complete transparency and impartiality. We do not receive any fees from investment platforms or funds. We are only remunerated for delivering quality financial planning and advice directly to you. This ensures our recommendations are solely focused on what’s best for you, free from any conflicts of interest.
Why don’t Finura charge fixed fees for wealth management?
Ongoing wealth management comes with greater responsibility. As the size and complexity of portfolios increase, so too does our regulatory burden, professional indemnity risk, compliance requirements, and operational oversight. A percentage-based retainer aligns our success with yours and supports a sustainable business model across changing markets and client needs.