Transparency and integrity are at the heart of our business – Our series of have been created for those wishing to delve deeper into detail of financial planning…
If you want to understand our investment principles, or wonder how we carry out risk profiling and lifetime cash-flow modelling then these Guides are for you! They contain in-depth technical explanations of how exactly we develop your investment strategy, the technology we use and the robust processes and principles we follow.
Transparency and integrity are important values to us and so we are pleased to share these with you. They also form part of our compliance and independent auditing procedures.
If you prefer a simpler overview, please see How We Work and Investment Ethos.
Our FMB Financial Guides include:
Your Risk Profile - How your Risk Profile is defined and how it relates to a specific investment model.
Lifetime Cash-flow Modelling – A powerful tool in the financial planning process.
Principles of Portfolio Construction - We construct our Core Portfolios by blending Managed Multi Asset Fund of Funds to the client’s specific Risk Profile using proprietary software developed in house.
The Value of Diversification - Investors should avoid concentrated sources of risk by holding a diversified portfolio.
Multi-Asset Investing - The American Endowment Model and more.
We will add to these Guides from time to time and of course are always happy to answer any questions you may have.
If you are unsure of any of the terms used within our website; visit our FMB Glossary which has been developed to give quick access to definitions of terms used in the financial market, investment, pension and mortgage industry sectors.
We can guide you through the financial markets...
Call us on: 01539 725855