News & Blog

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  • 28 May 2021

    Off The Beaten Track

    By FMB

    This Summer we expect the Lake District will be very busy again, but our staff are local experts and have shared some less frequented walks where you can find peace but still enjoy stunning views!

    Leck Valley - Liz Just over the border, but surprisingly not in Yorkshire. It's in Lancashire! You can park near St Peter's Church and make your way up to Bullpot loosely

  • I would say that, I've worked with him for 13 years, but I like to practice what I preach so I have my own financial plan and Roger Jackson is my Financial Planner! When you have commitments and a family, sometimes the financial responsibility can weigh heavily. Having personally gone through the process of Financial Planning (not just financial advice), I feel much more

  • What is the value of financial planning?

    Throughout our lives, we are all likely to face the need to take financial decisions that can have a major impact on our wealth. Whether you’re buying your first home, becoming a parent for the first time, investing for the future, or about to retire – a carefully thought-through financial plan can make a positive difference,

  • 11 May 2021

    Investing in Uncertain Times

    By FMB

    Economic and geopolitical events always prompt investors to question whether now is a good time to invest or to remain invested, but our long-term message remains the same. It is important to remember that some market volatility is inevitable; markets will always move up and down. As an investor, putting any short-term market volatility into historical context is useful.

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