Furnley House - Leicester

Introduction to Furnley House

Nestled in the heart of Leicester, Furnley House, situated at 340 Melton Rd, is a distinguished financial planning firm that has been serving the local community and beyond with unwavering commitment and expertise. With a strong focus on client-centric service and a passion for helping individuals navigate their financial futures, Furnley House has established itself as a trusted name in the world of finance. This comprehensive article explores the services, location, unique features, and practical information about Furnley House, along with insights from customer reviews.

Main Services

• Retirement Planning: Furnley House specializes in helping clients make the most of their retirement years. They provide tailored advice on state pensions, workplace pensions, and personal pensions, ensuring clients can look forward to a secure and comfortable retirement.
• Investment Management: The team at Furnley House offers expert guidance on investment strategies, aligning clients' financial goals with their risk profile and time horizon. They provide ongoing support to ensure clients' investments continue to meet their needs and objectives.
• Wealth Preservation: Furnley House helps clients protect and grow their wealth through strategic tax planning, inheritance tax planning, and trust services. They aim to minimize tax liabilities and maximize wealth across generations.
• Financial Planning for Business Owners: Understanding the unique financial challenges facing business owners, Furnley House provides bespoke financial planning services to help clients grow their businesses, plan for succession, and secure their financial future.

Location and Access

Furnley House is conveniently located at 340 Melton Rd, Leicester LE4 7SL, United Kingdom, just off the A607 and close to the M1 motorway. The area is well-served by public transport, with several bus routes stopping nearby and Leicester Railway Station around a 15-minute drive away. For those traveling by car, there is ample parking available on-site and in the surrounding streets.

The building itself is wheelchair-accessible, with a dedicated entrance for those with mobility issues. Additionally, the premises feature a wheelchair-accessible toilet, ensuring Furnley House is accessible to all clients.

Featured Characteristics

• Personalized Service: Furnley House prides itself on delivering personalized, face-to-face financial advice tailored to each client's unique circumstances and goals.
• The Furnley Difference: The firm's commitment to exceptional client care sets it apart. This includes regular reviews, proactive communication, and a dedicated client support team.
• Independent Advice: As an independent financial advisor, Furnley House is not tied to any specific financial institution or product provider. This ensures they can provide impartial, unbiased advice based on clients' best interests.
• Online Appointments: For clients who prefer virtual meetings or have mobility issues, Furnley House offers online appointments using secure video conferencing technology.
• Giving Back: Committed to making a positive impact in the local community, Furnley House supports various local charities and initiatives through its 'Giving Back' program.

Practical Information

• Contact Details: Phone: 1162696311; Website: furnleyhouse.co.uk
• Opening Hours: Monday to Friday, 9:00 AM - 5:30 PM (with late nights on Thursdays until 7:00 PM)
• Appointments: Appointments are required and strongly recommended to ensure clients receive dedicated, undivided attention from the Furnley House team.

Positive Aspects from Customer Reviews

Furnley House has an impressive average rating of 5/5 from 18 reviews on Google My Business. Analyzing these reviews, several positive aspects stand out:

• Expertise and Knowledge: Many clients praise the team's extensive knowledge and ability to provide clear, easy-to-understand financial advice.
• Personal Touch: Clients appreciate the personalized service and the team's genuine interest in their financial well-being and goals.
• Approachable and Supportive: Several clients mention the friendly, approachable nature of the team, making them feel at ease when discussing sensitive financial matters.
• Regular Reviews: Clients value the regular reviews and proactive communication, ensuring their financial plans remain on track and aligned with their changing circumstances and goals.
• Positive Impact on Financial Future: Many clients express their gratitude for the positive impact Furnley House's advice has had on their financial future, helping them secure a comfortable retirement or achieve other financial goals.

👍 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.