Strategic Income
“Healthy levels of regular income, breeds a healthy outlook to retirement and potentially encourages an active, fulfilling period of life. This might mean any accumulated income notspent that might need to be reinvested, but even this process just magnifies the fact the client is experiencing a comfortable retirement and adds to the feeling of wellbeing.”
Philip Harper, 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, the strategy changes where we need to shape our accumulated capital to delivering income efficiently.
FM have been operating an income portfolio since 2010 to deliver a 4% target income while keeping the capital pot growing with a balanced approach to risk. In 2022, the portfolio had reached a size where we approached LGT to run the fund while still maintaining the key objective to be a suitable investment for investors in or approaching retirement. We have a strong past record to show we successfully achieve this.
Contact us for more details on FM’s Strategic Income Portfolio, please call us or complete the enquiry form.
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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