fmifa Review – 2023 Edition

fmifa Review – 2023 Edition

There are good stats and information on retirement planning plus a more light hearted articles on sports to consider during retirement to keep you active.  The interview with Jacqueline Berry on long term care navigation services has great sources of information if you or a family member find themselves in this situation.  We’ve even included a piece on the history of Penn Barn, home to one of our offices for the past 17 years.  Client Corner always proved to be a popular read, this light-hearted section on how our clients use their spare time in a fascinating range of ways.

fmifa Review – 2022 Edition

fmifa Review – 2022 Edition

This edition focuses on our very successful income portfolio and also provides some background to the workings and purpose of our internal investment committee. It also covers how clients are now using our forecasting software CashCalc to build a plan with long-term goals in mind. CashCalc is not used solely for retirement planning, it can be used for a wide range of financial scenarios, from care home fee funding, school fees planning and even some elements of tax planning.

fmifa Review – 2020 Edition

fmifa Review – 2020 Edition

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.

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.