Financial Management Bureau Ltd

Financial Management Bureau Ltd
guiding you through the money maze - every step of the way
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Lifetime Plan Lifetime Plan  

  Pensions
  Equity Release
  Investments
  Life Assurance
  Private Medical Insurance
  Mortgages
  Inheritance Tax Planning

 

   
Our Unique Lifetime Planning Tool will help you plan your financial future.
   
We begin by inputting your current financial position. This includes your house,  expenses, current & future income (such as state pension) and any investments you may have.

FMB - Lifetime Plan

   
FMB - Lifetime Plan We can then produce a cashflow projection showing whether or not your income will exceed your expenses for the remainder of your life - just what we didn’t want to see - too much red!
   
When the graph hits red you will see when your cash runs out...

FMB - Lifetime Plan

   
FMB - Lifetime Plan We can then make recommendations as to the best course of action to take. And hopefully turn the red to blue.
   

As a special introductory offer, we can prepare a lifetime plan for you for only £250. This will be offset against any future fees should you use our services in the future. For more information, please contact us.

 


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