News & Blog

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  • Life does not always go to plan.

    Even if most people haven’t really thought about their financial goals, one milestone they probably have considered is their retirement date. Although there is no requirement to retire at a certain date now, most of us are probably labouring (quite literally) under the assumption we’ll hang up the boots around the 65 mark.

    So what happens

  • Despite today’s recovery, stock markets are heading for their worst week since February, Reuters points out.

    After hearing a few of our fund managers here at FMB recently, we have been warned that value and growth will be hard to find in the next twelve months. A trend of rising in oil prices, Chinese slow down and trade wars were all cited. One thing that seemed a given

  • Roger Jackson our Financial Planning Manager has been promoted to the board of the company, a fantastic achievement considering he joined straight from school ten years ago. Roger, married with two children, joined the company, based at Shenstone House, Helsington, after taking his A-levels at Dallam School, Milnthorpe, instead of taking a place he was offered at

  • Incredibly, two of our long-standing clients, Clive and Jennifer Darley, have recently published a mountaineering book, ‘Timeless Treks’, which provides fascinating accounts of mountain expeditions that the couple undertook during their 7th and 8th decades – proving that age is just a number and not a barrier, “Age should not weary nor the years condemn. It is hoped that

  • Roger Jackson has now gained Chartered Financial Planner status from the Chartered Institute of Insurance. This level 6 award is essentially degree level and goes far beyond the minimum level of qualification to practise as an independent financial adviser.  Roger can add this to his roster of titles, as he is already a  Certified Financial Planning Professional via the

  • In the case of married couples/civil partners it is not unusual for one party to be a taxpayer and the other a non-taxpayer.

    The ‘tax-free’ Personal Allowance for the current tax year is £11,850.

    The total income of the non-taxpayer may well be some way below their £11,850 tax-free allowance meaning that part of their allowance is going to waste. Provided that their

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