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.

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“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

ICONS_ret  Retirement Planning

You may have already thought about when you want to retire and how much income you’ll need to enjoy the best that life has to offer. The challenge is ensuring you have the finances in place to achieve these goals.

ICONS_WM  Wealth Management

Our Wealth Management Service provides clients with a clear and simple financial plan via an on-line platform enabling a portfolio to be built containing many different assets held in one place. This might include pensions, ISAs, investments, shares or bank deposits etc.

ICONS_CB  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.

ICONS_news  Equity Release

Equity Release can help you turn some of the value of your home into tax-free cash, without having to move home or downsize.  You can use the money for any purpose from home improvements to a holiday of a lifetime.

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.

Meet the fm team
Our friendly and highly professional team has many years in the financial services sector. Whether it is retirement planning, investment and saving advice, pensions, inheritance tax, estate planning, mortgages, equity release or employee benefits, we have the knowledge and the expertise to help with your particular needs.
Meet the fm team
Our friendly and highly professional team has many years in the financial services sector. Whether it is retirement planning, investment and saving advice, pensions, inheritance tax, estate planning, mortgages, equity release or employee benefits, we have the knowledge and the expertise to help with your particular needs.

%

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

FMIFA

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

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

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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