Questions?
We have answers.
How do Finura’s fees compare with those of other firms?
We benchmark our Total Cost of Ownership - advice, planning, and investment - against the market to ensure it remains highly competitive. Our structure is especially competitive for high-net-worth clients, who often pay more for initial planning advice and ongoing execution with competitors.
What are Finura’s fees for ongoing financial planning and wealth management?
For ongoing portfolio management, we operate a transparent, tiered fee structure. Our fees begin at 1% for portfolios up to £2.5 million, reduce to 0.75% for amounts up to £7 million, and decrease further to 0.5% for portfolios above that. We believe this approach ensures you continue to receive exceptional value and alignment as we build your wealth together.
Do I have to invest with Finura to pay for advice?
No. Our advice fees are non-contingent, meaning we are paid to deliver your plan—not to sell you a product. This keeps our advice impartial and puts your best interests first, every time.
How does Finura charge for financial planning advice?
We operate on a fixed-fee model for our initial planning work. This means our fees are based on the time and expertise required - not the size of your assets. You’ll receive a clear, personalised Work Scope outlining what we’ll deliver, when, and at what cost, so you can proceed with confidence. Additionally, our advice fees are non-contingent, meaning we are paid to deliver your plan - not if you decide to take a product or service with us. This keeps our advice impartial and puts your best interests first, every time.
Are there opportunities for graduates and apprentices?
Absolutely - we invest in future talent. Our graduate and apprentice schemes provide hands-on experience, structured training, real responsibility, and mentoring. Whether you’re launching your career or building new skills, we’ll help you grow in a supportive, empowering environment.
What benefits does Finura offer employees?
We provide a comprehensive benefits package, including a robust pension scheme, private medical insurance, monthly credits for the HEKA wellbeing platform, salary-sacrifice childcare, ongoing professional development, flexible working, and more. We want you to thrive inside and outside work.
How does Finura foster a culture of work-life balance and wellbeing?
Work should support life, not compete with it. We offer flexible hours, remote working, lifestyle credits, and ongoing wellbeing initiatives - including access to wellbeing platforms and practical benefits - to help you manage your professional and personal commitments.
How does Finura support personal and professional development?
We support your ambitions at every stage. You’ll have access to personalised growth plans, regular feedback, LinkedIn Learning, and cross-company career exposure. Our inclusive culture ensures your ideas are valued, your learning is continuous, and your career can flourish.
What does career progression look like at Finura?
We offer clear pathways for planners, paraplanners, and client support - including those seeking to become chartered planners, specialists, or future leaders. Every team member benefits from regular reviews, tailored development plans, and opportunities for personal and professional growth.
How are advisers and teams rewarded and incentivised at Finura?
Our compensation philosophy is highly competitive and transparent. We reward excellence through a blend of salary, bonus, benefits, and recognition for individual, team, and company performance - all focused on delivering the best for our clients.