Financial Management
Independent Financial Advice
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. All our fees and charges are clear and unbundled and we do all we can to make them as cost conscious as possible.
Retirement Planning
Wealth Management
Corporate Benefits
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.
Equity Release
Protection
By putting in place a protection policy you can provide yourself and your loved ones with financial security for the future should you fall ill or die.
Will Writing
If you don’t make a Will then on your death you will have died intestate. This can cause difficulties for your loved ones who may suffer financial hardship and distress at a time when they least need it.
Proudly celebrating over 30 years in business
fm is celebrating 30 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
%
are not confident they have enough time to save from their desired retirement
%
do not know the current estimated value of their pension pot
%
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, March 2023
Financial Management
Independent Financial Advice
Registered Office, Penn Barn,
By the Pond, Elm Road, Penn,
Bucks HP10 8LB
Tel: 01494-817151
advice@fmifa.com
Financial Management Penn Barn,
By the Pond, Elm Road,
Penn, Bucks HP10 8LB
Tel: 01494-817151
info@fmifa.com
Enquiry form
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