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  • Diary of my FMB work experience, by Rhys – a student at Dallam School


    Sarah - Tour of FMB

    The first main activity was a tour of the establishment and the company, I was welcomed as soon as I walked in, everyone introduced themselves making me feel valued from the very first second.

    Phoebe – Relationship Manager

    I didn’t know very much about the Financial

  • 11 July 2023

    Striking a balance

    By FMB

    While recent financial challenges have taken their toll on everyone’s pockets, it comes as no surprise that parents are putting concerns about their children’s finances above their own, as highlighted in a recent survey of advisers*.

    Over half (55%) of the advisers surveyed noted that adult children were taking priority in clients’ wealth planning at present, with many

  • 07 July 2023

    Pensions – what’s changing?

    By FMB

    During the Spring Budget the Chancellor announced several changes to pensions including increasing the Annual Allowance and the Money Purchase Annual Allowance. The changes, the most significant since pensions freedoms in 2015, have largely been met with positivity, bringing greater flexibility and opportunity.

    Some higher-paid workers faced additional tax bills as a

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