Independent Financial Advisers with a personal touch
fm is a team of independent financial planners, working from offices in Penn, Buckinghamshire, providing high quality, financial solutions to both individuals and businesses from the local area: Chilterns, Beaconsfield, High Wycombe, Marlow, Amersham, Gerrards Cross and further afield.
Helping you achieve your financial goals
We are experienced in helping you think through your issues, opportunities and future goals to create a personalised financial plan and investment portfolio. Working with us gives you the confidence that comes with a better understanding of your financial position. We’ll help you understand your options and build a plan to meet your personal and professional ambitions and aspirations. Your personalised plan will respond to changes in your circumstances and financial markets.
Meet the fm team
Our friendly and highly professional team has many years in the financial services sector. Whether it is retirement planning, investment and saving advice, pensions, inheritance tax, estate planning, mortgages, equity release or employee benefits, we have the knowledge and the expertise to help with your particular needs.
“I value spending time with my clients, understanding their individual needs and helping them develop a tailored long-term investment plan.” Philip Harper, “I specialise in helping my clients meet their goals & objectives on their journey towards (and throughout) retirement, and I take great satisfaction in providing bespoke and creative solutions to fit my client’s needs.”
Philip Harper, Financial Planner
“I specialise in helping my clients meet their goals & objectives on their journey towards (and throughout) retirement, and I take great satisfaction in providing bespoke and creative solutions to fit my client’s needs.”
Amyr, Financial Planner
“I’m a passionate believer that everyone should benefit from expert financial advice.”
Matthew Wright, Financial Planner
“I enjoy helping my clients navigate their way through the financial services maze, helping them at every stage on the journey and ensuring it is always their needs and objectives that come first.”
Chris, Financial Planner
Our proposition rewards the patient investor
Our Wealth Management Service focuses on delivering expected returns, which help our clients plan for retirement more precisely. We believe investors are looking for a safe pair of hands for their wealth; we tend to interest clients who look to invest for the longer term and who want to stick with the programme devised for them, increasing their chances of reaching their goals.
You may have already thought about when you want to retire and how much income you’ll need to enjoy the best that life has to offer. The challenge is ensuring you have the finances in place to achieve these goals.
fm have created an employee benefit scheme, designed for small to medium sized companies with a limited financial budget. The ‘core benefit’ includes a pension, life cover and healthcare with the option to add additional benefit packages.
Periodic fmifa Review newsletters are written by our own Financial Planners on topical issues that have a broad interest to all. This edition celebrates our 25 year anniversary and looks at a variety of financial subjects including: when is the best time to invest? the new retirement journey and crowdfunding.
Proudly celebrating 25 years in business
fm is celebrating 25 years of financial planning, founded in 1991, with an ethos that is centred upon providing the highest possible service to its clients. We are independent and look at the whole of the market for the most appropriate solutions.
blame lack of savings for preventing them from achieving life goals
have never sought professional financial advice about saving for the future
are not saving for retirement
know how much money they should be saving to comfortably afford the standard of living they expect in retirement
Source: Set the Right Goal study: You Gov, February 2017
Penn Barn, By the Pond,
Elm Road, Penn,
Bucks HP10 8LB