Why choose FMB?
We’re fluent in the language of finance – Our experienced and helpful advisers work hard to help you get more from your assets…
To navigate the sea of financial products
With an ever increasing choice of products on the market, and considering the busy lives we all lead, it can be difficult to find the time to keep fully up to speed with everything that’s going on. We can discuss your investment objectives with you, understand which products are available and identify which will best suit your ultimate objectives.
To help understand the world of finance
Fluent in the language of finance, we can act as excellent translators of current events. So whether you would like to understand the implications of a decrease in interest rates, or of a change in pension legislation, we will be able to discuss how each directly affects you and how each will impact on your longer term plan.
To find the right balance
Investment is as much about managing the potential downside as it is about targeting potential gains. We can help you think about your attitude to risk, the level of risk you may require to achieve your goals and perhaps most importantly, your capacity for loss before making any recommendations. We will make sure your portfolio has the right balance for your risk profile, by diversifying across asset classes, regions, providers and products, as applicable.
To help you spend and save
To plan successfully, an essential step is to think about your long-term financial future. We will help you consider how much you spend and how much you can afford to put aside now. We will help you make the most suitable investments and put an achievable plan in place.
To keep you on track
As time passes and your lifestyle changes, it is important to keep a regular check on your investments. It is likely that the balance of the investments in your portfolio will need to evolve, not only in line with changing market conditions, but also with factors such as your investment goals, your personal circumstances and perhaps most notably your age. We will help you review your investments regularly to make sure you are still on target to achieve your financial goals and ambitions and most importantly recommend any changes necessary to keep you on track.
For peace of mind
Money can be a complicated subject and there are many things you need to think about to both manage it, and to make the most of it. Stock markets can be volatile, and any information you gather from the media can often be exaggerated, whether positively or negatively. Taking advice from a financial planner takes the emphasis from you and puts it into the hands of an expert as well as offering counter arguments to things you may see in the press.
Find out how we can keep your finances on track...
Call us on: 01539 725855