Furnley House Retirement brochure DRAFT

Opportunities for Retiring Self Employed Financial Advisers



We’re Furnley House, a firm of And if you’re a self-employed financial independent financial advisers, adviser whose clients always come dedicated to creating brilliant first, who believes in the value and client outcomes. importance of independence and who’s looking for an assured and trusted retirement pathway, now or over the next few years, maybe we should talk. Opportunities for Retiring Self Employed Financial Advisers | 3

AN ASSURED AND TRUSTED Retirement Pathway If retirement is approaching We provide an elegant, clearly that your “client family”, the people and finding a good home for defined framework for self employed you’ve cared about over many years, your clients where you know advisers wanting to exit the industry, can feel safe, confident and that that they’ll be looked after immediately or a little further down they’re good hands. properly, in an environment of the line, where you can read assured independence, is foremost in your thinking, you’re exactly the sort of person we’re looking for. 4 | Opportunities for Retiring Self Employed Financial Advisers

“We began with the vision of creating the perfect home for clients and their advisers. We asked questions. What were the things that they wanted? What were the boxes that needed ticking? What support was required? We still ask these questions and we listen, we learn and we act. That’s always been our way. I’m proud of what we’ve achieved but we continue to work toward the realisation of our goal.” John Woolhouse Founder & Head of Business Development The Superbia Group Opportunities for Retiring Self Employed Financial Advisers | 5

A group of companies committed to the client and the professional financial adviser. Furnley House is part of The Superbia Group of companies, a fast-growing financial organisation which seeks to become a go-to provider of financial services to UK clients, financial advisers and professional service agents. Delivering innovative solutions that put people first, The Group aims to build a sustainable business for the future, creating positive outcomes for customers, employees and the wider community. Leicester based, but with national and international aspirations. 6 | Opportunities for Retiring Self Employed Financial Advisers

• Furnley House Ltd: • Asset Intelligence Research Ltd: The Group is also closely aligned A multi award winning independent An investment and financial to Asset Intelligence Portfolio Management, a discretionary fund financial adviser providing service markets research business, in- management and fund solutions to private and corporate clients, sourced investment management business.* delivering both complex and consultancy and specialist designer straightforward solutions. and provider of Centralised The Furnley House Foundation, a Investment Propositions, serving the charitable organisation seeking to • Furnley House Mortgages: needs of over 40 financial adviser deliver dynamic improvement to the A specialist mortgage and protection businesses with combined assets lives of those less fortunate, building under influence of over £5bn. community through positive and adviser offering service to both immediate action, also sits within residential and commercial • Superbia Support Solutions: the Group. property owners. An offshore provider of *AIPM is expected to brought within The Superbia administrative solutions to the Group’s regulatory architecture within 2021. Superbia group of companies. Opportunities for Retiring Self Employed Financial Advisers | 7

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YOUR CHOICE Now? Or Later? Whether you’re looking to We keep our promises. We want you retire immediately, as soon and your clients to become part of our as your clients are settled “family” and we know that trust is really or you’d like to work with important. Our contract and charging us for a couple of years, structure are sensible, transparent and phasing your retirement in fair, and the ongoing welfare of your a controlled manner at a clients will always sit at the centre of all pace that suits you, we’ll put of our negotiations and agreements. together a solution that meets everyone’s needs. 10 | Opportunities for Retiring Self Employed Financial Advisers

SUPPORTING You, Your Clients and Your Ambition If you decide to become a Furnley House Financial Planner, whether it’s only for a short while or for the longer term, you and your clients will benefit from being part of the larger group. You’ll have access to all the core services and support you’d expect and whole lot more; an ecosystem designed and dedicated to building to providing a framework where you can work efficiently and proactively, deliver outstanding client outcomes and run your business in line with your ambitions. Opportunities for Retiring Self Employed Financial Advisers | 11

A FULL Advice Ecosystem As a Furnley House Financial Planner you’ll have access to these core services: 12 | Opportunities for Retiring Self Employed Financial Advisers

Investment Research Ceding Research My Investment Centre You’ll benefit from insight and Our Back Office team, based in the A bespoke platform, delivered in firm specific research from Asset UK and in India will deliver timely and partnership with Fundment, giving Intelligence, research that’ll help you efficient ceding research when you you access to both the universal fund improve client experience and deepen need it, giving you time to do what you sphere as well as the portfolios and your knowledge and understanding. do best. solutions offered by Asset Intelligence Portfolio Management. Discretionary Fund Management Full Compliance Support As an Independent Financial Adviser Full compliance guidance and support Training & Competence working within The Superbia Group along with file checking services and all All Superbia Group advisers you’ll be able to access the funds, the Client Templates you need. immediatley fall under The Group T & portfolios, services and expertise C scheme, ensuring that all knowledge offered by Asset Intelligence Portfolio and sills are consistently maintained to Management. the required high standards. Opportunities for Retiring Self Employed Financial Advisers | 13

Centralised Investment Proposition Income Reconciliation Specialist Advice Our approved CIP creates clear Our team will do all that is necessary Occasionally, you might need help pathways to the delivery of positive to make sure payments are efficient in area that’s not in your sphere of client outcomes, in an environment and, most importantly, secure and on expertise. We’re confident that one of independence, helping cement time. of our team of specialist advisers relationships, increase efficiencies will be able to help you, whether and enabling more meaningful, value Access to Innovation it’s mortgages, long term care fee driven client time. We pride ourselves on the innovative planning, defined benefit pension or products and services we’re creating employee benefits. IT Support to improve experiences and outcomes We’ll give you a laptop, access to our for our clients and financial planners. Client Portal back office system and, of course, all As a member of the team, you’ll be Your clients will have access to our the software you require to perform at able to access the benefits of our work Client Portal, keeping them updated the highest level. long before the competition and the with all the information they need, wider market. whenever they require it. 14 | Opportunities for Retiring Self Employed Financial Advisers

Access to Brand Becoming part of The Superbia Group of companies means becoming part of a fast growing brand, with an accelerating reputation for excellence, innovation and client care and we hope that this will give you, and your clients, great confidence. Business Materials You’ll get business cards and all business materials you need, such as letterhead and brochureware, as well as your own dedicated web page. Opportunities for Retiring Self Employed Financial Advisers | 15

ADDITIONAL Support Services Additional group services are available to all Furnley House Financial Planners. These are charged separately: • Paraplanning Services: Provided • Access to Group Events: We’re by us at sensible hourly rates. famous for our regular client events that inform, entertain • Tailored Marketing Support: and serve the needs of both the Marketing content, social media individual and the community. and PR support is available at Some events are free and some negotiated rates depending upon may carry a cost, but we’ll talk your requirements. about that as the opportunities arise. 16 | Opportunities for Retiring Self Employed Financial Advisers

A SIMPLE COST Framework We prime ourselves on the simplicity and transparency of our model. Furnley House Planners pay a single fee for membership dependent on turnover, and this includes FCA fees and PI costs. This fee allows access to all core support services and the only additional fees you’ll pay will be for additional services you wish to use, and these will be clear, sensible and appropriate.

Join the CONVERSATION At the Superbia Group, everything starts with a conversation. It’s a conversation we’d be delighted to have. Call us on 0116 269 6311 Email us on [email protected]

“Superbia is about community. For advisers, for staff and for customers. It’s about driving best outcomes for our stakeholders. It’s about treating people valuably. Keeping promises. Leadership. And about doing all can to help everyone around us led the best lives possible.” Stefan Fura Founder & Group Managing Director The Superbia Group

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. 0000/03.21