Your personal Financial Director to simplify your world

Beyond financial planning

At Finura, we coordinate your financial world with clarity and care. From property to tax, business to estate planning, we make sure everything runs smoothly and aligns with your bigger goals.

At some point, almost all our clients face a major life event that calls for input from other trusted specialists. Whether it’s completing a tax return, buying or selling property, writing a will, or putting long-term plans in place to reduce inheritance tax - these moments often bring financial complexity.

We’re here to make that process simpler. Through our network of trusted professionals, we can connect you to the right expertise at the right time, ensuring you stay in control while getting the support you need.

Financial planning that doesn’t sit in a silo

Your investments and retirement plans don’t exist in isolation - they’re part of a wider picture.

That’s why we go beyond traditional financial advice and act as your Personal Financial Director, bringing every element of your financial world together into one joined-up strategy.

We coordinate the professionals in your life, connecting the dots on your behalf.

Mortgages

Secure the best interest rates or raise capital.

Tax returns

Simplify your reporting, ensure compliance, and avoid overpayments.

Protecting loved ones

Give you and your family clarity, security and peace of mind by having the optimum will, power of attorney and trusts structures in place.

Business growth

Extract profits tax-efficiently, reinvest wisely, and design employee benefit schemes that help attract and retain talent.

Portfolio lending

Explore flexible lending and terms with secured portfolio lending.

Corporate finance

Get expert advice on funding, legal structuring, or preparing for business exits.

A trusted network, working in sync

We work with a curated network of professionals who share our high standards and client-first ethos. You’re not just accessing expert advice – you’re gaining a fully aligned support team, with Finura leading the way. That includes:

Become part of our network

Less complexity. More control.

Life’s big moments often come with messy logistics. We simplify it all - making sure your financial life is cohesive, efficient, and always working toward your goals.

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Professional Connections FAQs

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.

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.

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 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.

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.

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 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 help with Wills and Lasting Powers of Attorney?

Yes. We’ll assist you in arranging or updating your will, and setting up Lasting Powers of Attorney for both finances and health. These documents provide clarity and protection for you and your loved ones and ensure your wishes are carried out.