Furnley House Bewertungen 

My wife and i were moved to Furnley House after they bought out our existing FA's business. Their internal systems simply are not up to scratch with incorrect docs being uploaded to the portal which is very confusing, as are their projections which never seem to tally or make sense. Even worse, our advisor transferred funds out of my account without my consent and against my wishes. They did accept their failings in a letter and offered a paltry sum as compensation, if I would sign a letter, confirming that i wouldn’t take further action. Sadly, before this we had referred a friend and we were supposed to receive a gift voucher for doing so, this never arrived and we had to chase that some months later. I qould not recommend Furnley House, but knowing what I know now, I couldn’t imagine recommending any financial management company. These companies rely on your lack of knowledge and their boasts that their 'managed funds' will deliver better results than others are usually complete fiction. Go to Vanguard or similar, get identical or better performance and save yourself a small fortune in fees.

Graham took over from Steve after 20 years of looking after my investments and the handover was seamless. i've full confidence in Graham and his finacial advice

We've been with Furley House since 2020 after our previous adviser retired, Paul Fazakerley was originally assigned to our case and we have worked with him ever since. Paul has always been readily available to answer any questions or concerns we may have. We trust Furnley house to always have our portfolio managed in the most efficient way possible.

Furnley house is a company I can trust with my finances, I've always been pleased with David pavier excellent service

We deal with Paul Monk through this company and his financial advice has been first class. His friendly, professional approach has been much appreciated regarding our financial needs. I would gladly recommend him to friends and family.

Jon Kirby from Furnley House is very helpful and supportive during the current market conditions

Magdalena McLaughlin is a great financial advisor. She has been advising me for over 3 years and I value her help and advice.

Prior to making the move to Furnley House, my thoughts regarding my incumbent and previous advisors was that their advice and decision making was more about their income from my money, rather than them looking after my interests and making money for me. I looked at FH as they were recommended to me and quite frankly, I haven't look back and would most certainly recommend them.
My situation was somewhat complex at the time of switching financial advisor as my pension was offshore. Never-the-less FH and in particular Jon Kirby worked tirelessly in providing sound advice in terms of strategy in how to get my pension back to the UK effectively and financially in terms of where my fund should be invested and at what cost and all this was done free of charge for almost a year until FH took over the management of my account.
Since then I have benefitted from impressive fund growth, significant reduction in charges and regular contact whether planned or unplanned as they are always available to discuss any concerns with the markets, because with them you can take a keen interest in your investments or just sit back and let them get on with it.
All in all, I cannot praise FH enough for the work they have done for me.

Always had a good relationship with Jon as he is very personable as well as being informative and helpful in any advice given or queries I’ve asked him about, someone I feel able to trust which is key …

Brilliant service. Always helpful, clear advice, accurate information and quick resolutions

Jon from Furnley House was very professional, courteous and friendly at all times. The team came up with a comprehensive report based on our needs and wishes. The report highlighted a number of options to suit our requirements and we were very pleased with the proposals. Having signed up the Furnley House/Fundment teams took care of the transfers on our behalf. We'll now sit back in confidence that our finances are going to be well managed.

I have an advisor called Jon Kirby, all interactions with him have been excellent, professional and extremely helpful, highly recommend this person and this company

Lots of financial advisors can get good returns on your investments. It is after all their main role. What sets Furnley House apart in all my dealings with them, from our personal account manager to the admin staff, is a sense that they really care about their customers. You feel like part of the family and not just another client.

Jon is very professional, friendly and caring. Always goes above and beyond to offer his best advice/help. Offers the best options possible to support you. Will definitely be recommending him to anyone who would need financial support and advice.

Aimee was very helpful and proactive with suggestions for my family finances, and prompt with activating any changes needed.

Furnley House has always provided an exceptional service for our whole family.
They begin with a detailed financial assessment then guide us as to which level of exposure to risk that we were most suited and comfortable with.
Our adviser Paul, has always handled our concerns and queries with patience and a genuine understanding of what we hope to achieve.
We consider Paul to be extremely financially astute as well as a very good communicator.
We always leave our meetings with the staff at Furnley House extremely pleased with the friendly and high quality level of service that we have received.
Keep up the excellent work!
Nick and Tasha.

Furnley House realised our lifetime dreams which was amazing.Previously I had been trying to get 4 pensions put into 1 pot but no one would listen or help so movement was slow & frustrating. In addition my pension arrangements were complicated & I really didn’t have a clue where to start. Paul listened to what was happening in our life’s, understood what we wanted to do & discussed financial planning for the future. After agreeing our terms, 4 pensions were put into 1 pot & our tax free cash was released. This then allowed us to buy our holiday home which the whole aging family will use.
My pension review is also underway and once complete will mean we will become debt free and the majority of mortgage repaid. I then plan to retire in 3 years rather than 5 years which will be spent with my husband in our holiday home. His health prognosis has been mixed so by being able to spend time together is really valuable . Thankyou

I’m very impressed with the consistently high level of professionalism and communication offered by my adviser Graham and the wider Furnley House team. I feel confident investing my money here due to their deep knowledge and expertise, with additional resources such as the online platform and newsletters further enhancing the excellent service.

I have over the years dealt with a number of financial advisors, some of which have been particularly good, BUT, none compare to the service and suppprt I have had from Furnley House, either during my move to them or since becoming a client of theirs. I cannot praise the team there enough for the efforts they put in to make me feel that they are on my side and not just out to make their commission.

Out of the blue I have today received an email from Furnley House inviting me “to complete my nomination” for some award. I have never had any previous contact with this organisation and I don’t know anything about the supposed award. I don’t know how they have obtained my email address and this makes me very uncomfortable. Is it a scam? Do they buy mailing lists ? I don’t know.