News & Blog

In this section:

  • Just a couple of weeks ago a friend pointed out a Facebook advert to me. It was titled “Marks Money Matters”. It was advertising a fixed rate ISA with a return of 8%... I wonder how many people have just read that and thought, “ooh that sounds like a good deal, I’ll have a look”? I really hope your reaction was that of a healthy cynic. It sounds too good to be true right?

  • 11 March 2019

    Nobody is getting any younger...

    By FMB

    Nothing in life is more certain!

    However, we wouldn't want any of our clients to worry about their health, be it treatments needed or not being able to get travel insurance.

    Sometimes as people get older and Private Medical Insurance premiums inevitably go up, policies often end up being cancelled without talking to someone who can help. Often there is the option to

  • 22 February 2019

    Do Awards Really Matter?

    By FMB

    The accolades after winning awards is great, but we know it’s only a temporary glow.

    You may have noticed we’ve been squeezing every last bit of PR value out of our recent win at the Professional Adviser awards. Of course we are really proud and it’s nice to get recognition but the fact of the matter is, without great customer service, any reputation can be easily

  • 13 February 2019

    2019 Professional Adviser Award Winners

    By FMB

    We are ecstatic to have walked away with not one but TWO awards from the 2019 Professional Adviser Awards in London last Thursday.

    We always think it is an incredible achievement when we are shortlisted for the various awards that we enter, however, when we are competing nationally against some much larger organisations, we never like to get our hopes up. So, you can

  • What will happen to pensions when we leave the EU? With the possibility of a no-deal Brexit, there is even more uncertainty over retirement funds as we near the March 29th deadline.

    No-one can predict what is going to happen, but this article from takes a look at what could happen to your pension pot in the event of Brexit. However, it would be dependent on

  • Whether or not you can afford to lose money, most people would prefer not to. So, as long as we have been helping people with their finances, we have been having the same conversations about investing. (That’s over 30 years in case you are interested!) But we are not Superheroes with special powers. If someone promises you inside the inside track they might just be “The

  • 08 January 2019

    Filling the Advice Gap

    By FMB

    Has financial advice changed since the Retail Distribution Review in 2012?

    This year the Financial Conduct Authority (FCA) is set to review the RDR 6 years after the sweeping changes to our services were introduced.

    Undoubtedly there have been many positives. The uplift in minimum qualifications for Advisers has brought increased professionalism and the link between

  • 14 December 2018

    Charitable Company Contributions

    By FMB

    As a business, we think it is important to support charity as and when we can. We have supported many causes over the years including South Lakeland Hydrotherapy Trust, Children in Need, Macmillan Cancer Support and Save the Children, to name just a few. However, we don’t just give money to charities; many of our team donate blood regularly during office hours and we have

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