FM’s Financial Planners write their own annual newsletter on a variety of subjects that have been raised by clients as important to them. There are good stats and information on retirement planning plus a more light hearted articles on sports to consider during retirement to keep you active.  The interview with Jacqueline Berry on long term care navigation services has great sources of information if you or a family member find themselves in this situation.  We’ve even included a piece on the history of Penn Barn, home to one of our offices for the past 17 years.  Client Corner always proved to be a popular read, this light-hearted section on how our clients use their spare time in a fascinating range of ways.

FM’s Financial Planners write their own annual newsletter on a variety of subjects. This edition focuses on our very successful income portfolio and also provides some background to the workings and purpose of our internal investment committee. It also covers how clients are now using our forecasting software CashCalc to build a plan with long-term goals in mind. CashCalc is not used solely for retirement planning, it can be used for a wide range of financial scenarios, from care home fee funding, school fees planning and even some elements of tax planning.

The Financial Planners write their own annual newsletter on topics that have been raised by clients. This special edition celebrates our 30 year anniversary and FM being added to the top 100 Financial Advisers in the UK by the Financial Times. 

The Financial Planners at Financial Management write their own annual newsletter on topics that have been raised by clients. This edition introduces our Roadmap to Retirement, which we have developed to help our clients along their retirement journey.  Other topical articles include environmental investing, using technology to help deliver more powerful advice and a personal perspective from Paul, our Mortgage Adviser, on securing a mortgage to build his own home.  We also have our “three frequently asked questions”, which is always a popular article.

The Financial Planners at Financial Management write their own annual newsletter on topics that have been raised by clients. This edition focuses on the topical issues of investing through volatile times by sharing fmifa’s 7 principles of investing.  It touches on the importance of Will writing and what happens to your pension on death.  On a lighter note, there is an interesting article on understanding the emotions of investing.

The Financial Planners at Financial Management write their own annual newsletter on topics that have been raised by clients. This edition focuses on the topical issues of retirement and inheritance, trying to reduce the confusion surrounding the new pension rules, introducing the new Lifetime ISA and using Equity Release to access cash from our homes.

The Financial Planners at Financial Management write their own annual newsletter on topics that have been raised by clients. This edition celebrates our 25 year anniversary and looks at a variety of financial subjects including: when is the best time to invest? The new retirement journey and crowdfunding.

A quarterly newsletter with some topical issues. This includes understanding the full impact of fiscal changes on investments as savings and dividends taxes are set to soar this year.  Also, the results from a survey on the impact of scrapping the pension Lifetime Allowance (LTA) on people’s retirement plans . The megatrends shaping our future such as AI and EVs is another interesting read. If you wish to discuss anything further, please give us a call.

A quarterly newsletter with a good article about the record breaking year regarding inheritance tax (IHT) as more people pay this tax and another article on the key changes to the pension rules.  Also have a read of the article about taking control of your finances, there are some great tips there.  If you wish to discuss anything further, please give us a call.

A quarterly newsletter with a great recap of the Spring Budget and IHT liabilities.  Worth reading the article on intergenerational financial planning that could be used to have a family discussion on finance.  Other good articles on the value of starting a pension at age 18, potentially a great gift idea.

A quarterly newsletter with some great articles to kick start the New Year. A focus on the family finances and helping children financially along with other popular topics such as estate planning, tax and retirement.

A quarterly newsletter with of variety of articles. The growing need for intergenerational planning is a topic that is becoming very important.  A lot of the articles are about managing your finances during uncertainty and keeping investment emotions in check.  Enjoy.

A quarterly newsletter with some interesting articles. The Class of 2022 retirement report provides a riveting insight into the plans and thoughts of those either planning to retire this year or recent retirees, really highlighting the changing face of retirement in the UK.  It is also worth taking a look at the top IHT tips and maybe fascinating to read about the personality traits of the self-made millionaire!

Some great articles on pensions for people in their 40s as well as retirees.  Page 9 looks at pension v property wealth and page 7 reminds us of the value of financial advice.

A quarterly newsletter with some great articles on preparing your finances for 2022.  How to build financial resilience, save for your child’s future, be pension prepared and the great expectations for the year ahead.

A quarterly newsletter with financial news and stories.  This edition has a good article about investing through the ages.  An article on how inflation eats away at high amounts of cash left in the bank.  Also some good tips about getting organised and how this improves your wellbeing.

A quarterly newsletter with current industry stories.  This edition includes a great article on taking the emotion out of investment decisions and also talks about the impact COVID has had on investing. The back page lists the reasons we have to be cheerful! There are many other topical articles on savings, dividends, pensions and IHT.

A quarterly newsletter with current industry stories.  This edition includes articles on why it is good to talk with family about money, how wellbeing can be improved by sorting out your finances and the ebb and flow of economic hope.  Plus many other topical subjects.

A quarterly newsletter with current industry stories.  This edition includes tips for saving for retirement.  There are lots of pension advice for the self-employed too.

A quarterly newsletter with current financial planning stories.  This edition includes an article about emotions when investing during uncertain times and also a great piece on selecting investments based on ESG principles.

A quarterly newsletter with current industry stories.  This edition includes articles on keeping your retirement plans on track, protecting your investment portfolio and building financial resilience.  These are all important topics when dealing with the impact of Covid 19.

A quarterly newsletter with current industry stories.  This edition puts the budget under the spotlight and recommendations having a conversation about money especially in relation to estate planning.  There is a good article regarding women and their pensions.