19 July 2019
Have you ever really taken a close look at what you have? I mean everything.
At FMB we are Financial Planners. This means we look at the whole picture, your goals and aspirations, assets, liabilities, health and family situation. We don’t
16 July 2019
Do you know what your options will be at retirement?
If you are coming up to retirement and currently have a PMI policy through work you might be wondering whether to carry on with a policy yourself. Read on...
Private medical insurance
15 July 2019
Blog by Financial Planner Jon Palser, Fellow of the Personal Finance Society
One of our clients has been religiously putting money in a pension for years… but not for himself. He already had more than enough wealth to see him through.
12 July 2019
This week at FMB has been a great time for getting me ready for the future. The importance of work experience is undeniably, well… important!
Here are the main reasons why work experience has been so important:
1. Firstly, if I wanted
The Wisdom of Crowds, a 2004 book written by James Surowiecki, looks at the psychology and behaviour of crowds and draws the conclusion that the decisions made by groups are often better and more accurate than those made by any individual
08 July 2019
Can you actually put a price on it?
When FMB was founded in 1987, the “financial advice” industry was new. The focus was on selling products and what products could give the best returns. For many consumers this is still their reason for
30 May 2019
In the wake of the pension transfer scandal at Tata Steel, where some FCA regulated advisers gave poor advice to steelworkers, the damage to the profession has been frustrating for firms like FMB who abide by an ethical code which puts
28 May 2019
The date we retire has become very significant for a number of reasons. We are all living longer, so our finances need to provide for us for longer too. At some point we will pick that date where we'll leave full-time employment and be
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