Your Finance Matters – Summer 2021

Your Finance Matters – Summer 2021

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.

Your Finance Matters – Spring 2021

Your Finance Matters – Spring 2021

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.

fmifa Review – 2021 Edition

fmifa Review – 2021 Edition

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. 

Your Finance Matters – Winter 2021

Your Finance Matters – Winter 2021

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.

Your Finance Matters – Autumn 2020

Your Finance Matters – Autumn 2020

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.

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.