fmifa Review – 2020 Edition

The Financial Planners at Financial Management write their own annual newsletter on topics that have been raised by clients. 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.

Complaints Policy   |  Cookie Policy   |   Privacy Statement

financial management is a trading title of Philip Harper LLP, which is authorised and regulated by The Financial Conduct Authority. Registration No.485423

Thank you for requesting the fmifa Review – 2020 Edition

To download the publication, please enter your details.

By entering your details you agree to our Privacy Policy. We will never share your data and you can unsubscribe at any time.

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.

Thank you

To download the publication, please click below.

If you have any questions, please do not hesitate to contact us.