Investors looking for monthly income
FM’s Strategic Income Portfolio is a bespoke solution built for clients of fmifa. It provides a consistent monthly income without disturbing the underlying capital. The target income is a 4% yield.
Tax Infographic 2024-25
Here is a infographic of the main tax numbers which apply to day to day financial planning.
FM’s Service Proposition Booklet
This booklet provides a glimpse of who fmifa are and how we can work with you. Our retirement and wealth management services are summarised to show how these could help you.
Wills & Power of Attorney Fact Sheet
This fact sheet explains the benefits of creating a Will and Lasting Power Attorney.
7 Principles of investing
The world of investing is overflowing with metaphors, adages and fables, so here are our top seven principles for keeping your focus during periods of uncertainty.