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.

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.
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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.
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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.
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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.
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Will Writing
Giving you peace of mind

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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

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“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

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“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

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“I’m a passionate believer that everyone should benefit from expert financial advice.”

Matthew, Financial Planner

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“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

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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.
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%

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
Independent Financial Advice

Registered Office, Penn Barn,
By the Pond, Elm Road, Penn,
Bucks HP10 8LB

Tel: 01494-­817151
advice@fmifa.com

Find out more

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

Find out more
Enquiry form

When you press SUBMIT, you voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with General Data Protection Regulation. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

The form has been submitted

Thank you for this confirmation to invest additional funds to your General Investment Account. We will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.

The form has been submitted

Thank you for this confirmation to invest additional funds to your ISA. We will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.