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