Previous annual newsletters

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. 

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

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. 

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,

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

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

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

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.