Independent financial advice
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.
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.
“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 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
Proudly celebrating over 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