Your Finance Matters – Summer 2020

Your Finance Matters – Summer 2020

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.

Your Finance Matters – Spring 2020

Your Finance Matters – Spring 2020

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.

fmifa Review – 2020 Edition

fmifa Review – 2020 Edition

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.

fmifa Review – 2019 Edition

fmifa Review – 2019 Edition

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.

fmifa Review – 2018 Edition

fmifa Review – 2018 Edition

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.