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.
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.
Roadmap to Retirement Guide
A checklist by age to ensure you are on track with your retirement savings. We recommend reviewing this booklet annually.
IHT and Estate Planning Guide
A brochure to provide an introduction on gifting, allocating pension benefits and Inheritance Tax 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.