News & Blog

In this section:

  • 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

  • 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 member.

    This model can be applied to the physical behaviour of crowds, say in busy spaces like bars and clubs but also to knowledge.

Page:
    © FMB 2017 - 2026. All rights reserved.
    Financial Management Bureau Limited is authorised and regulated by the Financial Conduct Authority.
    Financial Management Bureau Limited is a limited company registered in England and Wales. Registered office: Shenstone House, Helsington, Kendal, Cumbria LA8 8AA. Registered number: 02089786
    The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

    Top