Estate Planning

“Our Wealth Management Service helps clients to see immediately whether their plans are on the right track”
Matthew Wright, Financial Planner

fm’s Wealth Management Service provides you with a clear and simple path through your financial life expedition. We help to identify future goals and plot the most tax-efficient way to achieve your ambitions. Of course, there will always be unexpected obstacles on the way and our programme and review service will make provisions for detours along the way.

We can’t promise we’ll get you to the precise destination, but with our help you will have a map, which will highlight the route and improve your chances of reaching it.

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. .

If suitable, you can have a 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.

Existing clients can access our Wealth Management Service investment platform.

If you would like discuss wealth management, please complete this enquiry form:

Enquiry form

Our six-stage financial planning process

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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

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.