Toby Owen-Browne Dipfa Email & Phone Number

Thanks for looking at my profile. Finura are a Wealth Management business combining chartered financial planning with proven investment management. We believe financial planning can make a positive impact on the lives of all whom we meet, and we believe that planning is much more than just managing investments. It is about understanding how Clients think and feel about money; about wellbeing and coaching Clients towards their goals; it is about tapping onto the excitement of what they can do with it. It is about the journey and the destination. It is about Lifestyle. It is about combining the best technology with the best people to deliver an experience and outcome neither can match in isolation. It is about combining Youth, Experience and Longevity so we grow with our Clients and their families.If financial planner, tailor list to your own areas of expertiseI can assist you in the following areas:· Cash flow and lifestyle modelling· Tax planning and mitigation· Retirement and Pension planning· Investment planning· Asset-allocation and fund selection· Family Wealth Preservation· School and University Fees planning· Long term care funding· Protection and insurance· Business owner, SME & Director adviceAway from the office, I like to spend time with my family, learning about wine and hugely into international rugby, golf and cricket. I am also keen to spend more time learning about psychology, time permitting!Finura Partners is an Appointed Representative of Evolution Wealth Network Limited who are authorised and regulated by the Financial Conduct Authority and based at Holmwood House, Broadlands Business Campus, Langhurstwood Road, Horsham, West Sussex, RH12 4QP

Listed skills include Investments, Wealth Management, Pensions, Asset Management, and 12 others.

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  Newcastle University

  Business Management And Economics