Newsletters and Publications

fmifa Review – Spring 2018 Edition

This edition focuses on the topical issues of retirement and inheritance, trying to reduce the confusion surrounding the new pension rules, introducing the new Lifetime ISA and using Equity Release to access cash from our homes.

fmifa Review – Spring 2017 Edition

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.

Tax Efficient Savings Fact Sheet

A leaflet to show the different tax mitigation options to consider and the level of risk associated with each option.

Your Retirement Options Fact Sheet

A leaflet to show the different options available when you reach retirement and a list of financial considerations.

Equity Release Fact Sheet

A leaflet to provide additional details on Equity Release. Equity Release can be a highly valuable extension to your retirement planning and a simple, efficient option to help deal with issues surrounding Inheritance Tax.

fmifa client proposition booklet

This booklet provides a glimpse of who fmifa are and how we can work with you. Our retirement and wealth management services are summarised to show how these could help you.

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financial management is a trading title of Philip Harper LLP, which is authorised and regulated by The Financial Conduct Authority. Registration No.485423