News & Blog

In this section:

  • As we approach the end of the week that we mark as "Mental Health Awareness Week" in the UK, I'm taking a moment to put pen to paper about some thoughts I've had.

    My first thought is that although a week seems like a derisory amount of time to afford such an important and diverse topic, I do believe initiatives like this do help us refocus and refresh our priorities, so

  • We often hear about the so-called sandwich generation and the financial pressures they face.

    Sandwich generation refers to a group of people trapped between financially dependent adult children and demands from their elderly parents.

    It can place a great deal of time and financial pressure on individuals and couples, who might otherwise be in the prime financial position

  • 17 May 2019

    May Market Update

    By FMB

    In our latest monthly investment update for May 2019, we look at how the investment markets, the global economy and commodity prices are performing.

    The FTSE 100 index of leading UK company shares finished closed at the end of April at 7,418.22 points, experiencing yet another positive month, rising 139.03 points or 1.91% during the month.

    European markets experienced a

  • 28 March 2019

    Do your finances spark joy?

    By FMB

    Have you noticed a trend towards minimal lifestyles? It's everywhere. From Instagram accounts about packing everything into a camper van and sodding off (#vanlife), to decluttering your mental state with mindfulness. Of course minimalism is often associated with our living spaces. I'm quite unsentimental when it comes to possessions anyway, so I was an easy convert to the

  • Currently the Health Secretary Matt Hancock is lobbying the Chancellor Phillip Hammond to look at waiving the Lifetime Allowance on NHS pensions, specifically a problem for high earners such as Doctors.

    Why is this a problem?

    There is a limit to how much money you can save in a pension both in a year and again in a lifetime. The NHS pension is a defined benefit scheme

  • 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

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