News & Blog

  • 05 March 2021

    Budget 2021

    By FMB

    With the focus on kickstarting the economy, perhaps some of the tax rises we might have anticipated have been postponed for better times. However, there are still some less obvious ways the budget is set to bring in revenue.

    Tax allowance freezes

    Some of the tax allowances and thresholds will not move for years, meaning more and people are captured by them. This means

  • 08 January 2021

    Looking Forward to a Better Year

    By FMB

    Last January, as a new decade dawned, little did we know how the next 12 months would unfold. Now, as another year begins, there are growing shoots of optimism but, whatever the year does bring, a crucial lesson from 2020 is undoubtedly the need to prioritise financial wellbeing in order to ensure we can cope with life’s trials and tribulations.

    Key lessons

    The

  • 11 August 2020

    Focus on the Horizon

    By FMB

    Investors will understandably be pondering their portfolios as economic challenges endure. You may have heard the age-old investment dictum – time in the market, not timing the market. If so, recent research* has explored the concept, with some very compelling results.

    In March 2000, during the height of the dot-com boom, if an investor made an investment of £1,000 in the

  • The COVID-19 pandemic is having a widespread impact on all aspects of our finances, including retirement planning. However, while recent stock market volatility undoubtedly poses a challenge, particularly for those close to retirement, it is important not to allow the outbreak to derail your plans.

    A resilient retirement plan

    One thing the pandemic has vividly

  • 11 February 2020

    The Evolution of Ethical Investing...

    By FMB

    Ethical investment has traversed into the mainstream, as people increasingly choose to allocate their investable funds toward companies whose values and practices align with their personal beliefs, whether they be environmental, social, religious, or political. Some investors may choose to eliminate specific industries or allocate to other sectors which meet their ethical

  • The New Year period is a common time for people to take stock of their finances and make resolutions designed to boost their financial wellbeing. And a new study has found the likelihood of success in this area is heavily linked to receiving professional advice and the establishment of clear financial objectives.

    Advice is key to success

    The recently released research*

  • The turn of the New Year will have no doubt brought about an abundance of resolutions but we all know that sticking to them is the hardest part. If improving your financial fitness is one of yours for 2020, we have 5 resolutions that you can follow below:-

    1. Calculate your personal net worth

    This isn’t as difficult as it may sound. Firstly, you need to make a record of

  • 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

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