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.
Tax Facts 2022/23
Here is a snapshot of the tax numbers which apply to day to day financial planning.
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
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.