Sometimes we have to put together case studies for competitions and awards. It's hard to describe what we do and just how powerful it can be, but in this abridged version of a financial plan you can begin to see how useful working with a Financial Planner can be.

Here we have a fictional scenario, albeit a rare one with us not being based in London! Rupert who is in the

At FMB, we often talk about wellbeing, both with our clients and our staff and most of our events are linked with improving our wellbeing in one way or another:-

• Nordic Walking taster classes
• ‘The Psychology of Retirement’ seminar with Psychologist, Shelly Rubenstein
• ‘The Art of Looking Good’ workshop with Image Consultant, Jasmin Hall
• Regular Conversation and Coffee