News & Blog

  • 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

  • 30 March 2021

    Economic update for this April!

    By FMB

    Economic update from Rathbones Fund Managers

    "We believe that inflation will be kept tamped down by strong economic forces, but we don’t have a crystal ball.

    The reopening surge could be explosive indeed. Take the UK: something like 90% of all self-catered holiday accommodation in the UK has been booked out for this summer. And that’s before we know whether anyone will

  • Recent data* on flexible payments from pensions shows that in Q1 2020, almost £2.5bn was withdrawn from pensions – a 19% increase on Q1 2019 withdrawals, and the highest recorded Q1 of any year since pensions freedoms began. Although the average amount withdrawn per person was £7,100 (down 3% from Q1 2019 £7,300), the total value of flexible withdrawals from pensions since

  • 11 August 2020

    Pandemic Fraud

    By FMB

    If it sounds too good to be true, it probably is...

    UK fraud prevention groups are warning individuals to be extra vigilant following a huge increase in the number of scams seeking to exploit the pandemic; as these scams increase in sophistication, we are all vulnerable.

    Your best tactic is to equip yourself to stay ScamSmart; you can do this through checking the FCA

  • 07 August 2020

    Reassurance for Savers

    By FMB

    In the spring, a surge was reported in the number of people enquiring about and opening savings accounts, as they sought to secure the best rates, before interest rate cuts fed through to savings rates and to benefit from a secure home for their money.

    For UK savers, the Financial Services Compensation Scheme (FSCS) can provide a safeguard adding a valuable level of

  • • Values based investing is our preferred term for what some might call “ethical”, “sustainable” or “socially responsible” investing.

    • Vales are personal, so fund managers may differ in opinion as to what constitutes “ethical”

    • You can apply negative criteria to help choose which funds might match your values e.g. a fund that does NOT invest in tobacco manufacture and

  • I’m no psychologist, but part of my job when Marketing FMB is to think about what messages will hit home when talking to clients and potential new clients. I’ve just been listening to a webinar by Dr Thomas Mather from the Behavioural Insights Team at Aegon Cofunds to learn more about how people make decisions about their finances.

    95% of our decision making comes from

  • All companies have a budget for marketing and FMB is no different. We took a view some years ago, not to use it to pay for listings on external websites. We do have a free listing on Unbiased, the portal for consumers. This is a website to find a financial adviser which is often pointed out by journalists at the end of a feature about personal finance, for example in the

© FMB 2017 - 2021. 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