Shawbrook provides Furnley House with loan facility to support IFA acquisitions

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At a glance

    • Financial services company, Furnley House has acquired CDG Financial Services Ltd
    • The transaction was supported by a multi-million-pound Commercial Loan from Shawbrook
    • Furnley House is now focused on expanding further through organic growth and acquisition

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A multi-million-pound Commercial Loan

Furnley House, a financial services company part of Superbia Group, acquired CDG Financial services Ltd on 7th December 2022 as it looks to expand its holdings, with Shawbrook backing an initial deal worth £3.9 million.

Based out of Leicester and employing 42 people across the group, Furnley House provides IFA services, Fund Management, and Investment Research Services to its clients. With over £450 million assets under influence, Furnley House is now looking to further expand its portfolio through organic client growth and acquisition of firms that reflect its business values.

Shawbrook was selected because of its ability to provide Furnley House with a flexible line of credit swiftly and with certainty, allowing the group to immediately proceed with the acquisition. Shawbrook’s strong sector knowledge also played a part in being selected, having supported multiple financial services firms in recent years.

Shawbrook’s appetite for continuing their relationship beyond the acquisition, continuing to support the group’s growth via a long-term partnership was also a key factor for management in choosing Shawbrook.

The initial £3.9m funding will be used to refinance the Group’s existing debt and provide funding for the acquisition of CDG. Furnley House will then be provided with additional funding for an additional IFA acquisition expected in the first quarter of 2023.


“Our partnership with Shawbrook has been vital to support Superbia Group as it enters a new era of expansion – extending the capabilities of our offering, and reach of our services. ”

- Stefan Fura, Managing Director at Furnley House


Stefan Fura, Managing Director at Furnley House, commented:

“Our partnership with Shawbrook has been vital to support Superbia Group as it enters a new era of expansion – extending the capabilities of our offering, and reach of our services. Shawbrook’s ability to quickly onboard us and provide a line of credit made them an obvious choice when assessing possible lenders. The team also reassured us that deadlines would be met, enabling us to proceed with the acquisition with minimal issues.

“We look forward to working closely with the Shawbrook team as we continue our partnership in future.”


Steve Armstrong, Director, Corporate Lending at Shawbrook, comments:

“Furnley House has an experienced management team and a history of completing successful acquisitions. It is a pleasure to be able to support them as they continue to expand their business.

“With a strong presence in their market already and strong ambitions for the future, we’re looking forward to seeing and supporting their journey.”


Furnley House was recommended to Shawbrook by the Heligan Group who have worked with the Bank previously.


Matt Croker, Director, Heligan Group, comments:

“Furnley House is an ambitious and high-growth business being backed by a lender who recognises the achievements of Stefan and his team to date and their ability to continue their buy and build strategy.  It was great to be involved in this phase of their story and we look forward to seeing them continue to grow with Shawbrook’s support.  Well done to all involved”


Gunner Cooke LLP provided legal counsel to the Shawbrook team with Shakespeare Martineau acting for Superbia. Magma Chartered Accountants also conducted the Financial Due Diligence on the deal.

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