We’ll handle the wealth, so you can live your life

Wealth management is more than just investments

We create tailored wealth management strategies that align with your values, long-term goals, and personal circumstances. With a focus on cost-efficiency, diversification, and risk management, we empower you to navigate every phase of your financial life - confidently and calmly.

Managing wealth isn’t just about returns. It’s about creating a financial future that reflects who you are and what matters most.

At Finura, we combine technical expertise with emotional insight - guiding you through life’s transitions with strategies that are built to last.

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Fresh thinking, with heritage

We’re proud to be backed by Schroders, a FTSE 100 company founded in 1804. Through our partnership with Schroder Investment Solutions (SIS), you benefit from:

A global team of 100+ multi-asset investment specialists
Over £5 billion in assets under management
Nearly a century of combined team experience
Their robust and cost-effective portfolios are closely monitored and designed to help you weather market cycles – offering peace of mind and long-term growth

But your options don’t end there. We’re not tied to a single provider or investment strategy. We offer whole-of-market access to any regulated investment, including active and index (passive) strategies, sustainable and ESG-led solutions, as well as alternative and non-traditional investments.

With Finura, you get the best of both worlds: the strength and heritage of a global leader, and the freedom and flexibility to choose exactly what’s right for you.

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Diversification at the core

Our philosophy is built on diversification, spreading risk across asset classes to smooth out market volatility and enhance long-term stability. Markets fluctuate – it’s part of investing. But reacting emotionally to volatility can be costly.

We help you stay:

Disciplined
Focused on long-term goals
Invested through cycles of volatility

This approach helps you stay on course and gives your wealth the best chance to grow – no matter where the market moves.

Reducing noise and staying disciplined

Making decisions based on emotion or headlines can mean missing out on the market’s best days, which can significantly impact your long-term returns.

That’s why we’re firm believers in behavioural finance – the science of understanding how emotions and biases influence financial decisions. By helping you recognise the common behavioural traps investors face, such as panic selling or chasing quick wins, we empower you to stay focused on your long-term goals.

With this knowledge, you’re better equipped to remain invested through cycles of volatility, tune out short-term noise, and make choices that stand the test of time – so your wealth has the chance to grow, whatever the market brings.

Wealth Management FAQs

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.

Can my business pay for professional advice?

Yes, professional advice fees can often be paid by the business and structured tax-efficiently. We’ll help you understand what’s possible for your company.

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.

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.

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.

What are Finura’s values?

• We Own Our Impact
• We Shape The Experience
• We Deliver Awesome With Empathy
• We Live The Growth Mindset
• We Rise Through Effort

Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested.

Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. For guidance, seek professional advice. The Financial Conduct Authority does not regulate estate planning or tax planning.

We’ll handle the wealth, so you can live your life