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.
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.
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.
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.
“I believe that great financial advice is “for life” and providing specialist financial guidance as my clients move towards their goals is an absolute privilege.”
Andy, Financial Planner
“I aim to simplify and demystify personal finance and to encourage clients to prioritise what it is that will make their life rewarding”
Jack, 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.”
Philip, Financial Planner
“I enjoy being a financial planner; I meet so many different people and enjoy hearing about their unique backgrounds and motivations. This understanding allows me to make a difference – by helping to preserve and protect things that matter most to my clients.”
Elliot, Financial Planner
“I’m a passionate believer that everyone should benefit from expert financial advice.”
Matthew, Financial Planner
“I enjoy working with my clients on every step of the process; it is extremely satisfying seeing problems solved and retirement dreams fulfilled”
Vanessa, Equity Release Specialist
Bring your pensions together and we will help you keep them on track
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
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