“I provide clients with financial planning advice using investments and products from across the market to provide personalised wealth and retirement solutions.”
Elliot Clark, Financial Planner
The aim for most, is to reach retirement in good financial shape and hopefully our Wealth Management Service will help your money to grow. When you reach retirement, a whole new layer of challenges emerge when the strategy changes from accumulating capital to delivering income efficiently. Here we try to anticipate your spending patterns, which for most, will reduce as they move into their later years.
Our cash flow planning tool can take in your data and deliver a snapshot of the future and help you shape your retirement to make the very most of your assets.
This is helped by the way we use ‘expected rates of investment return’. This back tested method of fund management enables us to build-in more accurate predictions for you, making the cash flow plan as realistic and robust as possible.
If you would like to discuss retirement planning, please complete the enquiry form.
Retirement Planning Publications
Roadmap to Retirement Guide
A checklist by age to ensure you are on track with your retirement savings. We recommend reviewing this booklet annually.
Your Retirement Options Fact Sheet
A leaflet to show the different options available when you reach retirement and a list of financial considerations.
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.
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