Furnley House brochure

A Big Hello from FURNLEY HOUSE

We’re Furnley House, the multi-award winning Independent Financial Planner and Mortgage Broker, founded in 2013 to provide high quality solutions to private individuals, families, business owners and corporate clients, helping them work towards and achieve their goals.

WE’RE HERE FOR WHATEVER LIFE THROWS AT YOU… Whatever your stage in Successful financial planning isn’t about life, we’re here to help you “market timing” or “gut feel”. It’s about achieve your financial goals. empathy, understanding and attention Whether your objective is to detail, the application of knowledge, the creation of wealth, its insightful research and robust process. management and growth, It’s about listening. It requires care: its protection or its transfer sensible, investment management aimed through generations, we to secure and increase value over time, want to be your financial the building of appropriate mechanisms planning partner. to guard against the unknown and agreeing a plan that can meet your needs and aspirations and making sure that it remains on track. We’re independent; in our thinking, behaviour and outlook. Our clients benefit from investment solutions, expertise, products, and services selected by us from the whole of the market and from our partnerships with key industry players, all of whom share our vision and values. We’re privately owned and we run our business purely with your best interests in mind. 3

ave fun everyday. We seek to change the world with our vision. We live and work with courage. OUR VALUES: We believe in community. We live and wo ommunity. We live and work with passion. We have fun everyday. We seek to change the world with our vision. We live and work with courage. OUR VA ork with courage. OUR VALUES: We believe in community. We live and work with passion. We have fun everyday. We seek to change the world with ou o change the world with our vision. We live and work with courage. OUR VALUES: We believe in community. We live and work with passion. We have fun ith passion. We have fun everyday. We seek to change the world with our vision. We live and work with courage. OUR VALUES: We believe in community. We believe in community. We lWiveea’nred waoFrakmwiitlhy…passion. We have fun everyday. We seek to change the world with our vision. We live and work with coura We live and work with courage.OOuUr bRuVsiAneLsUsEisSb:uWilteobnelieve in community. We live and work with passion. We have fun everyday. We seek to change the wor We seek to change the worfeldllowwitshhiopu. Or vuirsfioounn.dWineglcivlieenatnsd work with courage. OUR VALUES: We believe in community. We live and work with passion. We nd work with passion. Wweerheafvrieenfudns aenvdefraymdailyy..PWeoepsleewkhtoo change the world with our vision. We live and work with courage. OUR VALUES: We believe in UR VALUES: We believkeneinwcaonmd tmruustneidtyu.sW. Aenldivoeuarngdoawl worakswith passion. We have fun everyday. We seek to change the world with our vision. We live and ith our vision. We live asnimdpwleo:rtkowreipthayctohuatratrguest.aOnUd RdeVliAveLrUES: We believe in community. We live and work with passion. We have fun everyday. We seek ave fun everyday. We seek to chanognetthhaet fwaitohr.ld with our vision. We live and work with courage. OUR VALUES: We believe in community. We live and wo ommunity. We live and work with passion. We have fun everyday. We seek to change the world with our vision. We live and work with courage. OUR VA ork with courage. OUNRoVtAhiLnUg’EsSc:hWanegebde.liPeevoepinleccoommemtounuisty. We live and work with passion. We have fun everyday. We seek to change the world with ou o change the world withbeocuaruvseiswioenh. aWveetlhiveeiratrnudstw. Tohrekywreitfehrcourage. OURWVAeL’rUeESC:oWmembeiltietveedi…n community. We live and work with passion. We have fun ith passion. cWoemhmavuenfituyn.tHWehveoeeiurrslfiyaevdm.eaTiaylhy.neaWdynbedwesfocreiroekemnkwdetsiotpthoacrphFtauaosrnfnsoglieueoyrnth. We weohraldvewfiuthnTooehuveerlvrpyiinsdgiaoycn.re.WaWteeeaslebiveeetktaetnrotdocmwhoaornrrokgwew.tithhecwoourrladgwe.itOhUoRurVvAisLiUonE.SW: Weelivbeealienvdewinocrkowmimthucnoituyr.a We believe in We live and work with courafgame.ilOy.UARndVfAamLUilyEcSo: mWeesbfiersltie. ve in commuOnuitryw. oWrkeislinv’et jaunstdawboourkt bweitnhgp“gasosoido”n;. We have fun everyday. We seek to change the wor We seek to change the world with our vision. We live and work witith’scaobuoruatgdeo.inOgUgRoVoAd LtoUoE.SW: eWweabnet tlioevheelpin community. We live and work with passion. We nd work with passion. We have fun everyday. We seek to changceretahtee awwoorlrdldwwitohrtohulirvivnigsiionna.nWd teoleivmepaonwdewr ork with courage. OUR VALUES: We believe in UR VALUES: We believe in community. We live and work withopthaessrsiotonl.ivWeethheabveesftulivneesvpeorsysdibalye..WWee sweaenkt ttoo change the world with our vision. We live and ith our vision. We live and work with courage. OUR VALUES: Wmeabkeeliaevdeiffienrecnocme;mtouonuirtyc.lieWnets,lioveurasntadff,wthoerk with passion. We have fun everyday. We seek t Wooaoietvmchrehkbmpaefwuanluiinsegtnsvheeiietovctyhnieo.ner.uWycWrwdoaeeaomglyirehv.mld.aeWOvuwwaeenUneeiftisxdRtuhlepoynweVoeo.arkkWAeuoinTevarrtoLdWenkofevUtccderlwicreeiysEreveh;diaiS’leaotinranva:htneeeeandyWv.rp.nggtoeWoWhadeerreunesfeebwtatosishtmaeirlsotoigcealvepirMlnneeiekeweodt.vktnwarioWieintnstntarigogsoitlendndhuiccwcohwtceuwpchhaonsooaoaoivtmt…mosrfnsehktsmeghemifowmseoeeuuurnijntotornh.hnbeviWeetcviwyyswoee.ieoruoWhynrrdaale.dvagWelyewiev.e.fnWeiutOvlhniaeivUrnooeesRdunveamerVwenavrAkedysoinsLdtarwtoikUa,owvoyowcEne.hruhS.rkWiortyWa:hlwcenWseoee.pgistmWeraelhieiovmsbeetcuesehkuotsialaeolniutykenino.wtrevdya.ectoWgahwhrnieinlaseodd.ncrOhswkgooaUewmicvtRihteiemththoVfeyuuuAcwnnroLiovuetUyrivrsEla.ediSWgorw:yeneWd.i.taOlWheiyvU.oeebWRuealirlvenVievedAsvisaewLeineUooidknnErkt.wScoWo:woWcmerihtkehmlaiwvnbpueigeatnhaelsiienstctyvidhoo.eenuwWi.nrwoaeWcrogkloeirevlwmd.ehOiamwtavhUniuetcdRhnfowuiVotunyAuor.a We live and work widtho,caolwuaraysgree.mOaUinRingVAfoLcUusEeSd:oWneyobuealinedvemiankcinogmmunity. 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We live and work with passion. We have fun ith passion. We have fun everyday. We seek to change the world wlivieths oofuprevoipslieoinn.nWeeedlitvheroaungdh pwoosritkivwe aitnhdcourage. OUR VALUES: We believe in community. WWWneeedlsbwiveeeoeliekrakvntewodiicwnthhocapornkamgswemsiittouhhnnec.iotwWyuo.errWalhdgeaewvl.ieivOtehfUuaonRnudeVr vAvweiLsorUiyrodkEnaSw.y:W.iWtWheepelibavsseeesleiaieoknvndteo.wiWncohceraokhnmwagvmieteihnutfhdaucnimeneonitdpmuwyeeor.evonavWdedgreilreardeeystn.eedwltiOeavaenicyentU.htbtiaiRWotyonyn,aVeud.gbATrsowhoLveveaoUieesrFrrdkEinkooSoetuwnof:dn.tWidrcbtWuhahyseteattipoerbnuaelneigssvsitlseseitdehiaotevaanhetenned.dinWwwcoeoorhrlmdkamvwweiiuttfhhnuinoctyoue.urvWrveairesgyiedloiv.aneOy..WaUWnRedelVwisvAeeoeLrakUkntEwdoSiwtc:hhWoaprenkagsbwseeiitlotihehnvec.eoWwuinoerar UR VALUES: We believe in community. We live and work with passioinnc.luWdeeshFauvrnelefyuHnoeuvseerystdaaff,yc. lWienetsseek to change the world with our vision. We live and ith our vision. We live and work with courage. OUR VALUES: We believeainndcboumsinmesusnciotynn. eWcetiolinvse. and work with passion. We have fun everyday. We seek ave fun everyday. We seek to change the world with our vision. We live and work with courage. OUR VALUES: We believe in community. We live and wo ommunity. We live and work with passion. We have fun everyday. We seek to change the world with our vision. We live and work with courage. OUR VA ork with courage. OUR VALUES: We believe in community. We live and work with passion. We have fun everyday. We seek to change the world with ou o change the world with our vision. We live and work with courage. OUR VALUES: We believe in community. We live and work with passion. We have fun ith passion. We have fun everyday. We seek to change the world with our vision. We live and work with courage. OUR VALUES: We believe in community.

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We have fun everyday. have fun everyday. We seek to change the world with our vision. We live and work with courage. OUR VALUES: We believe in community. We live community. We live and work with passion. We have fun everyday. We seek to change the world with our vision. We live and work with courage. work with courage. OUR VALUES: We believe in community. We live and work with passion. We have fun everyday. We seek to change the world to change the world with our vision. We live and work with courage. OUR VALUES: We believe in community. We live and work with passion. We ork with passion. We have fun everyday. We seek to change the world with our vision. We live and work with courage. OUR VALUES: We believe in ALUES: We believe in community. We live and work with passion. We have fun everyday. We seek to change the world with our vision. We live and ur vision. We live and work with courage. OUR VALUES: We believe in community. We live and work with passion. We have fun everyday. We seek everyday. We seek to change the world with our vision. We live and work with courage. OUR VALUES: We believe in community. We live and work . We live and work with passion. We have fun everyday. We seek to change the world with our vision. We live and work with courage. OUR VALUES: age. OUR VALUES: We believe in community. We live and work with passion. We have fun everyday. We seek to change the world with our vision. orld with our vision. We live and work with courage. OUR VALUES: We believe in community. We live and work with passion. We have fun everyday. have fun everyday. We seek to change the world with our vision. We live and work with courage. OUR VALUES: We believe in community. We live community. We live and work with passion. We have fun everyday. We seek to change the world with our vision. We live and work with courage. work with courage. OUR VALUES: We believe in community. We live and work with passion. We have fun everyday. We seek to change the world WE’RE PART OFto change the world with our vision. We live and work with courage. OUR VALUES: We believe in community. We live and work with passion. We ork with passion. We have fun everyday. We seek to change the world with our vision. We live and work with courage. OUR VALUES: We believe in ALUES: We believe in community. We live and work with passion. We have fun everyday. We seek to change the world with our vision. We live and SOMETHING BIGGER…ur vision. We live and work with courage. OUR VALUES: We believe in community. We live and work with passion. We have fun everyday. We seek everyday. We seek to change the world with our vision. We live and work with courage. OUR VALUES: We believe in community. We live and work . We live and work with passion. We have fun everyday. We seek to change the world with our vision. We live and work with courage. OUR VALUES: age. OUR VALUES: We believe in community. We live and work with passion. We have fun everyday. We seek to change the world with our vision. orld with our vision. We live and work with courage. OUR VWALUe’ErSe: WpearbteloiefvTe hinecoSmumpuenribtyi.aWe live aWndithwinotrhkewgirtohuppassitssioAns.seWt eInhteallvigeefnucnee, veryday. have fun everyday. We seek to change the world hwaitvheofuunrGveivrsoeioruynd.paWyo.eWflicveeosaemnedkpwtaooncrikheawsn,itghaectohuerwagoerl.dOwUiiatRnnhvVeionAsuvtLemrUsvetEminsStieo:mnWnta.rneeWasbgeeeeallmriiveceehvnebatniucndsoicnnwoesmousslrtmkaannwucdniyti.htyc.oWurealgivee. n community. We live and work with passion. We work with courage. OUR VALUES: We believe in communfoityr.wWaerldivethanindkwinorgk wanithdp assion. We havTehefurneseevaercryhdteaay.mWaet Asseseekt Itnoteclhligaenngceethe world Auo.trreLoWkvUvewiceEshrSiiylotai:vdhnnWeap.gyaWeae.nsWbtedsheeilweoilvisenoweev.reoaekWknrwilenddtoithcwwhocaoivhpmtrheaakmnsofwusguuineiornthntevith.vicyseWeo.iorwWueynrdoeha.arWgallydivev.ee.eWwOlfiaiuevtnUhensdRoeaewenuvVkedroArvtrwLyokisUdowicaoErhykiSnt.ah:w.WnWWpgietfdsoaeheeasesfetblcessihrvioeidetnvoeeulkgiininewracct.avronoaeoWgoedcvrteswileehwnda.oadhOtoicwnniarorvUgigvkttgmeoeRehwamtffoVsnithiutAuhnouheinrsLnaelcweuvaUinotviotctysEueciiri.roSorolrideWay:annngdWawl.eseatWiey.ltii o.hvOebWenoeUliauleviR enersvdVveaeiAenwsiikLdnooUtnwrcokEo.oSWcwawugHmr:hnnikooiveWmatadeurwhlnkleysieuivsgsirspetsniebcehsabttileaosataaotcnylsnnshsieoed.eidedenouvWidlnsynswwerugtoae.wrroio,gnoWnelirsrietnrvkltochede.gheouwatOa,hwhnmaltri-aeUdtetntiihvtmhsmdtRheeeeecuceawaVoofaonrmumAuduconinhtrvrLraoayaki-vrUtecmb.kgiFwevsEeWaieuecistSwio.rtreen:hOyendWllde.ipUvayWeaeRys.beaVsWenilAioldveiLenewUvs.aeeWoEneSrindekk: age. OUR VALUES: We believe in community. We live andthwaotrkpwuitthppaesosiponle. Wfiershta.ve fun everyday.fWoreessigehetk. to change the world with our vision. orld with our vision. We live and work with courage. OUR VALUES: We believe in community. We live and work with passion. We have fun everyday. have fun everyday. We seek to change the world with our vision. We live and work with courage. OUR VALUES: We believe in community. We live community. We live and work with passion. We have fun everyday. We seek to change the world with our vision. We live and work with courage. work with courage. OUR VALUES: We believe in community. We live and work with passion. We have fun everyday. We seek to change the world to change the world with our vision. We live and work with courage. OUR VALUES: We believe in community. We live and work with passion. We And that helps us deliver…ork with passion. We have fun everyday. We seek to change the world with our vision. We live and work with courage. OUR VALUES: We believe in ALUES: We believe in community. We live and work with passion. We have fun everyday. We seek to change the world with our vision. We live and ur vision. We live and work with courage. OUR VALUES: We believe in community. We live and work with passion. We have fun everyday. We seek 5 everyday. We seek to change the world with our vision. We live and work with courage. OUR VALUES: We believe in community. We live and work . We live and work with passion. We have fun everyday. We seek to change the world with our vision. We live and work with courage. OUR VALUES:

αAlDpDhaE.D.. “Alpha”: the It’s not always easy to achieve. Investments not only have to outperformance of an perform, they also have to take into consideration the various fees investment against its paid by the client. In short, investments have to work even harder. benchmark. It’s what investment managers Being part of The Superbia Group of companies allows us to talk work for, what investment about creating “Added Alpha” for our clients. We’ve developed analysts search for and, what we believe is a unique and market leading proposition which ultimately, it’s what can provide not only excess returns against competitive costs but investors and clients pay for. also delivers additional value and client satisfaction. We call it α3. 6

means Value Driven Advice and Great Customer Service We regularly monitor both the cost and value of what we offer, ensuring we remain competitive, delivering ongoing assessment of risk, reviewing objectives against returns, educating and coaching when required and making use of all available tax allowances and opportunities. 1Powered by: 2 3 Detailed Research Cutting Edge Technology Sound Investment Management and Process Working closely with Asset Intelligence We’ve leveraged our scale to provide Research, our Financial Planners and a platform solution for our clients, Our Investment Proposition, developed clients benefit directly from the insight, making use of what we believe to from the best of what the market has research and market understanding be superior technology to deliver to offer, allows us to deliver solutions provided by their team to shape our outstanding functionality with regard to tailored perfectly to individual client thinking, outlook and offering. reporting, investment management and needs. Moreover, the portfolio accessibility at competitive prices. management and fund solutions designed and built by our sister Delivering Added Alpha. company, Asset Intelligence Portfolio It’s what our clients pay for. Management, often in partnership with market-leading providers. 7

A FIRST CLASS INVESTMENT PROPOSITION Our Investment Proposition is the engine which powers our business. It determines, governs and set the parameters for the advice we give our clients. It’s how we do things. It enables us to maximise efficiency, Our fundamental belief is in the The Furnley House Investment reduce costs and ensure that the importance of detailed investment Philosophy, developed over investment journey of each and every research and we’re committed decades of collective experience client is dictated by their individual to ensuring that all investment in guiding clients toward the needs. It facilitates the open and decisions made are built on strong achievement of their financial ongoing communication that forms the foundations. The Furnley Way is goals, the central tenet of which bedrock of the service we provide. “research first, solutions second”. is always keeping the client at the heart of everything we do. We believe our carefully constructed and curated “best of breed” investment ecosystem delivers the best possible outcomes for our clients. It’s built upon two central pillars: Our Investment Philosophy Whilst it directly applies to the range of funds and model portfolios created and managed for our clients by Asset Intelligence Portfolio Management, our investment philosophy guides all the different strands of our Investment Proposition. 8

Our Investment Proposition is… Values-Led: The core values which across different investment styles, Robust Internal Processes: A shape our business are embedded in market sectors and capitalisation disciplined investment and review our investment philosophy, governing ranges. process means that we regularly not only how we invest money for clients monitor and revaluate investment but also the processes which drive our Carefully Curated: We prefer solutions to ensure that they investment management function. investment managers with experience retain suitability. of managing funds through economic Client Focused: Our team is cycles of market growth and decline. Innovative Research: Our research focused on helping clients realise their As well as the experience and team and use of technology afford objectives. We’re committed to creating credentials of individual investment us the capability to invest confidently positive outcomes and work diligently managers, we also assess the culture in “hidden gems”, believing there’s to ensure our investments deliver of their business and how investment a place for newer funds alongside growth rates required within the risk decisions are made. more established, proven investment levels our clients are willing to tolerate, managers. with solutions selected from the entire Committed to “Good”: investment universe. Sustainability and responsibility is Community and Collaboration: becoming increasingly important We encourage and value the views Tailored to Individual Needs: to our clients and we believe that, of all members of the Furnley House Whilst our investment proposition in the near future, “responsible team as well as those of our clients, has been constructed to meet the investing” will become the norm. professional connections and the investment objectives and risk profiles We’re committed to embedding wider community. We believe that of most clients, we don’t “shoehorn” sound and appropriate environmental expertise is critical to successful clients into a model portfolio offering. social governance in our investment investing and draw from a broad We recognise the different needs strategy and solutions so that we spectrum of internal and third-party and requirements of our clients and can move accordingly with both the talent and respected external sources. understand that the risk/reward requirements of our clients and the This collaborative approach allows structure of their portfolio is paramount. world around us. investment decisions to be inspected and challenged, with client outcomes Well Diversified: Our investment And built upon… resolutely at the heart of all investment solutions are well diversified across decisions. asset classes and geographical A Strategic Long-Term regions. We harness technology to Approach: We believe that a long- 9 support our innovative approach to term, conviction-led approach to investment diversification, allowing investment delivers the best returns. us to consider portfolio diversification

OUR SERVICE... “Furnley House is a STEP ONE STEP THREE Dream Factory.” Getting to know you Recommendation We mean it. Dreaming, and dreaming big, is something We need to get to know you and Your Financial Planner will now present we actively encourage. understand what you’re looking to our recommendations. Included achieve. During your initial review within this they’ll explain why particular Without dreams, there’s nothing to aim you’ll not only meet and get to know providers have been chosen, why for and, without an end destination, your Financial Planner and discuss your others have been ruled out, and how how can you make a plan? When you personal circumstances and plans, our proposal will help you achieve have a dream and you have a plan, you’ll also be fully informed of our your goals. amazing things can happen. charges and services. You’ll talk about your financial goals and attitude to and Your Financial Planner will seek to In delivering your dreams, we follow understanding of investing and we’ll ensure your full understanding of all a clearly defined five step process make a decision as to what you require benefits and costs associated with your designed to develop: from us and how you’d like to pay for it. decisions and agree your ongoing service based requirements. All advice • An appreciation of your needs, STEP TWO and decisions made will be submitted circumstances and direction. to you in writing for your records. Research • A knowledge of how you wish to STEP FOUR be treated and the service you Armed with a clear understanding of want to receive. your circumstances and requirements, Implementation we will research the market and, in • A sincere and valued long- line with our investment proposition, With your approval, and based on term relationship. we’ll put together a plan to help you your needs and priorities, we’ll put our achieve your objectives and to meet agreed plans and strategies in place, in your needs. full or in part and always in accordance with your wishes and instruction. 10

STEP FIVE Ongoing service We want to keep in contact with you to review your situation, your plans, your attitude to risk and your investment progress at a frequency most suited to your needs. Your circumstances and attitudes will change over time and it’s important that we adjust or maintain your strategies, where appropriate, to ensure the ongoing effectiveness of your financial planning, with advice built upon considered and consistent research formulated by our experienced back-office team. We Look After People’s Wealth and We Nurture Their Dreams. It’s vital that we do a great job. 11

A WORD FROM OUR FOUNDERS STEFAN FURA NEIL HALEY JOHN WOOLHOUSE “Furnley House is about driving “We began with the vision of creating “We built Furnley House to best outcomes for our clients, our the perfect home for clients and their challenge the status quo. To do this people and our communities. It’s advisers. We asked questions. What differently. To raise standards and to about treating people valuably. were the things that they wanted? What lift expectations. That’s our everyday. Keeping promises. Leadership. were the boxes that needed ticking? Being better. I hope we never stop And about doing all we can to help What support was required? We still everyone around us lead the best ask these questions and we listen, we trying to do those things.” learn and we act. That’s always been our lives possible.” way. I’m proud of what we’ve achieved but we continue to work toward the 12 realisation of our goal.”

KEEPING OUR PROMISES... Choosing a financial planner That, as much as we embrace That we’ll look after you. We believe who treats your hard earned innovation and technological in our service and, if for any reason money with the respect it advances, our approach we never you’re not happy with our work, we’ll do deserves is something that change. We believe in the way we do our best to resolve any complaints you shouldn’t be taken lightly. If things: our resolve to do things properly may have. Should you decide you’d like you choose Furnley House and our diligent approach to creating, to move to another adviser we’ll prepare to be your Financial Planning protecting and preserving wealth. It’s a full leaving pack at our expense. Partner, we promise: what sets us apart. Good, at Furnley House, will never be good enough. We hope to see you soon… That we’ll never be cavalier with your wealth. That’s not our way. We aim to deliver satisfaction; meeting critical needs over time and achieving your investment objectives by only taking the appropriate levels of risk, always acting appropriately, empathetically and professionally, methodically, sensibly and calmly. That’s the way it should be. 13

TESTIMONIALS Excellent customer service and advice. No pressure, just great advice, tailored to me on top of being extremely responsive. R Davies Very helpful and informative personalised service focused on individual needs and attitude to risk. P Farenden Very efficient and friendly. Any queries were clearly explained in a timely manner. Highly recommended. A Baldwin We’ve had terrific service and it’s been a profitable relationship too! What more could you want. Mr Walters Truly amazing service, very professional yet very personal. Clear and concise throughout, exciting to see what the future holds. J Sheridan 14

Get In Contact Call us on: 0116 269 6311 Email us at: [email protected] Visit us at: 340 Melton Road Leicester LE4 7SL Follow us on social media /Furnley-house /FurnleyHouse /FurnleyHouse /Furnleyhouse 15

OUR VALUES We believe in community. We live and work with passion. We have fun everyday. We seek to change the world with our vision. We live and work with courage. Furnley House Limited is authorised and regulated by the Financial Conduct Authority (ref. 624579). There will be a fee for mortgage advice. The precise amount will depend on your circumstances but we estimate that it will be £295 plus (if applicable) time based costs. Where time based costs are required we estimate 5 t o 8 hours work at £100 per hour. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. Past performance is not a reliable indicator of future performance Printed with 100% renewable energy and vegetable based inks