Blog categorized as Acquisitions

Understanding How to Pass Down Wealth 

Building wealth is often the result of years of careful decisions and hard work, and therefore understandably, there is often a desire to ensure that what you have built can benefit your loved ones. However, passing down wealth in England is not always straightforward. Without proper estate planning...

25.03.26 04:49 PM - Comment(s)
When Should You Start Planning the Sale of Your Financial Advice Firm?

For many financial advisers, the firm they have built represents far more than a business. It is the product of years of dedication, countless client relationships and a commitment to helping people secure their financial futures. Yet despite the time and energy invested in creating something truly ...

18.03.26 09:11 AM - Comment(s)

We are pleased to announce the appointment of Elliott Silk as Head of Financial Planning. In his new role, Elliott will be responsible for leading the firm’s financial planning, driving strategy and enhancing client offerings.


Elliott brings over 30 years of experience to the role, and has previousl...

06.01.25 04:18 PM - Comment(s)



We are pleased to announce that The Superbia Group has acquired Octagon Financial Services following the retirement of the previous adviser. 


Clients from Octagon Financial Services will transfer to Furnley House for their financial planning needs.


Chief Executive Officer of The Superbia Group S...

01.09.23 03:18 PM - Comment(s)

Furnley House, an advice firm which is part of the Superbia Group, has bought East-Midlands based CDG Financial Services with backing from Shawbrook Bank.

22.12.22 03:09 PM - Comment(s)