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. All our fees and charges are clear and unbundled and we do all we can to make them as cost conscious as possible. We hide nothing – and we believe across the board our charges represent great value to you.

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.

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.

Financial Management Penn Barn,
By the Pond, Elm Road,
Penn, Bucks HP10 8LB
Tel: 01494-­817151
info@fmifa.com