Wealth Management

“Our Wealth Management Service helps clients to see immediately whether their plans are on the right track”
Matthew Wright, Financial Planner

fm’s Wealth Management Service provides you with a clear and simple path through your financial life expedition. We help to identify future goals and plot the most tax-efficient way to achieve your ambitions. Of course, there will always be unexpected obstacles on the way and our programme and review service will make provisions for detours along the way.

We can’t promise we’ll get you to the precise destination, but with our help you will have a map, which will highlight the route and improve your chances of reaching it.

All our fees and charges are clear and unbundled and we do all we can to make them as cost conscious as possible. We hide nothing – and we believe across the board our charges represent great value to you. .

If suitable, you can have a financial plan via an on-line platform enabling a portfolio to be built containing many different assets held in one place. This might include pensions, ISAs, investments, shares or bank deposits etc.

Existing clients can access our Wealth Management Service investment platform. If you would like to discuss wealth management, please call us or complete the enquiry form.

fm’s Circle of Life
fm's circle of life

“Thank you for handling things so efficiently for me.”

“Thank you for all your help, support and guidance over the past year – very much appreciated.”

“How would I have managed without FM? It’s a treat to have such a caring, helpful team behind me – a very big thank you.”

“Very efficient, free from hassle and extremely professional”

“Thanks for your help and ringing as quickly as you did”

“Thank you for all your help and understanding. We are all so appreciative of your help – as well as your understanding!”

“A short note to express my thanks to you and your very professional team”

“Absolute integrity, knowledgeable and great fun to work with.”

“Thank goodness you put everything in a simple form so that I understand the complexities, no wonder you are as successful as you are.”

“Thank goodness you put everything in a simple form so that I understand the complexities, no wonder you are as successful as you are.”

“Your help and guidance were very clear and precise”

“Thank you very much for all your assistance recently we really appreciate it.”

“I feel very safe in your hands.”

“Thank you so much for always being there for me – your help (and patience!) has been invaluable over a difficult few years.”

Wealth
Management
Publications

Wealth Management Publications

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.

download factsheet

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.

download factsheet

IHT and Estate Planning Guide
A brochure to provide an introduction on gifting, allocating pension benefits and Inheritance Tax planning. It also highlights the benefits of having a Will.

download factsheet

Enquiry form

When you press SUBMIT, you voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with General Data Protection Regulation. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

Thank you

Terms of Business Accepted and Acknowledged

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.