News & Blog

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  • We have been accredited by Investors in People (IIP) for over 20 years and when the assessment criteria was updated in 2016 to include a more rigorous and tiered award structure, we were over the moon to be accredited with the Silver standard. Every three years, IIP undertake a thorough assessment of our business which includes an anonymous survey by all staff, a review of

  • 04 September 2019

    September Investment & Economic Update

    By FMB

    In our latest monthly investment update for September 2019, we take a look at how the global investment markets, economy and commodities are performing.

    The FTSE 100 index of leading UK company shares closed at the end of August at 7,207.18 points, falling during the month. The index fell by 379.60 points or 5% during August, nearly reversing two consecutive months of

  • 03 September 2019

    A Day in the Life of... FMB's Director of HR & Compliance

    By Gill Forrester

    The next instalment of our 'A Day in the Life of' series sees Gill Forrester walk us through a typical day as FMB's Director of HR & Compliance.

    My day starts with a 35-mile drive to work. Today, I can enjoy the glorious sunshine on our drive down while putting the world to rights with my friend and colleague, Chris.

    Arriving at the office I make a cup of tea to start

  • 03 September 2019

    A Day in the Life of... A Financial Planner

    By David Edwards

    The first instalment of our 'A Day in the Life of' series sees FMB's David Edwards walk us through a typical day as a Financial Planner.

    After ensuring the children have got off to school okay, I set off for work with the aim of arriving around 8.45am. I grab a coffee and catch up on any e-mails and voice messages I may have. Once I have attended to any queries or

  • 23 July 2019

    When can I retire?

    By FMB

    Your financial freedom awaits but when is YOUR financial freedom day?

    Clearly thousands of people are looking on Google for the answer. Many people assume they will retire at state pension age, or the age which has been defined by a scheme to which they or their company have paid in.

    Shouldn’t that day be defined by YOU?

    Some people can’t wait for freedom. To others

  • 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 just sell you a product or invest some money. Do you need a financial planner? Well obviously I would say yes! However, if you have the

  • 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 (PMI) is a crucial part of a long term retirement strategy that requires careful consideration because your health is equally as vital

  • 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.

    It’s fairly common for parents and grandparents who can afford to gift money, to give it to children under 18, maybe with a view to buying

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