FM’s Service Proposition Booklet

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.

Tax Facts 2022/23

Tax Facts 2022/23

Here is a snapshot of the tax numbers which apply to day to day financial planning.

7 Principles of investing

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.

Investment bonds and Care Costs Fact Sheet

Investment bonds and Care Costs Fact Sheet

The cost of care has been increasing and the problem around funding for care will continue to grow over the coming years.  Medium to long-term investment bonds with one or more element of life insurance policies that contain cashing-in rights by way of options for total or partial surrender may provide a solution to reduce the amount of capital used to mean-test care.

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.