News & Blog

  • Our financial planning story...

    Director of Business Development, Ruth Power, shares her story on how working with a financial planner has helped her and her family.

    "We like to practice what we preach. Financial Planning isn’t about products and investments (although they play an important role), it’s about having a mentor to help you make decisions and weigh up the

  • 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,

  • 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

© 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